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 registered with the SEC and has been operating since 1997 as a corporation owned by an individual. FINTRX classifies the firm as unclassified and notes that it is not a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser, and not newly formed. The firm’s public profile contains limited disclosure about its advisory activities, client segments, fee structure, or investment process.
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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