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 is owned by an individual, according to the FINTRX record. The firm is listed as "Unclassified" in its industry categorization, suggesting it does not fall into one of the standard advisor buckets in the dataset. Available attributes indicate it does not operate as a capital allocator and is not identified as an active ESG investor. The profile contains limited disclosure about the firm's operating model. The dataset does not provide details on client segmentation, fee schedules, specific advisory activities, or whether the firm offers pension consulting or related-adviser services. FINTRX also flags the firm as not operating across multiple states and not newly formed.
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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