Dougall & Associates Inc.
Firm details
- Headquarters
- Saint John, Indiana
- CRD number
- 42324
- Registered since
- March 25, 1997
- Website
- www.dougallassociates.com
Firm profile
FINTRXOverview
Dougall & Associates Inc. is organized as a corporation and appears in regulatory records with an initial SEC registration date of 1997. The firm is owned by an individual and is classified as "unclassified" in the available data. The firm is not identified as an active ESG investor, is not listed as a capital allocator, and is not designated as a pension consultant or related adviser. The firm’s public profile contains limited detail about its advisory services, client segments, or fee arrangements. Several common adviser attributes are blank in the available snapshot, which constrains a fuller description of its business model or investment positioning.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Chad Bluett
Chief Compliance OfficerCRD 5513492
Contacts
2 of 2Howard Schlacks
Equity TraderCRD 2395628
Jacqueline Sloan Nowak
FinOpCRD 2717305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint John, IN
Lake
Location
Saint John, IN
Headquartered in Saint John, IN, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 8883 Winding Trl
- Time zone
- ET (UTC-5)
- Office locations
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