Dobson Street LLC
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 289509
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dobson Street LLC is an independent, owner-operated registered investment adviser structured as a limited liability company that serves individual and family clients. The firm combines accounting services with financial planning and portfolio management for individuals and small businesses. Its fee model includes a percentage-of-AUM component alongside hourly charges. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents55%
- Exchange Traded Equities42%
- Public Funds/Mutual Funds2%
- Investment Grade Corp Bonds1%
Contacts
2 of 2Roger Toelke
President, CCOCRD 2639825
Keith Haskell
OwnerCRD 2009456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 1531 Aloma Ave
- Time zone
- ET (UTC-5)
- Office locations
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