Dornbusch Asset Management

RIASEC Registered
Total AUM
$2.4M
Discretionary
$2.4M
100% of AUM
Avg account
$28K
Accounts
85
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
113595
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Dornbusch Asset Management operates as a sole proprietorship, focusing on providing portfolio management services primarily for individual clients and families. The firm emphasizes a personalized approach to investment management, tailoring strategies to meet the unique needs of its clients. While it does not actively engage in ESG investing, it maintains a straightforward fee structure based on a percentage of assets under management. The firm is not classified as a multi-state adviser and does not have affiliations with other advisory firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Scott Dornbusch

    Scott Dornbusch

    OwnerCRD 2379981

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth