Winterset Investments, LLC
Winterset Investments, LLC (CRD# 164789) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $58,000,000 in 625 accounts and serve the financial needs of clients across 9 states (or territories).
Total Assets Under Management58MILLION
Total Number of Accounts625ACCOUNTS
Average Account Value$92,800
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, IL, MI, OR, PA, VA, WA, WI
Douglas Dorr (CRD# 2578662) is an Investment Advisor Representative working at Winterset Investments, LLC in Pittsburgh, PA and has over 22 years of experience in the finance industry.