Dover Investment Advisory Corporation
Firm details
- Headquarters
- ,
- CRD number
- 123499
- Registered since
- December 6, 2018
- Website
- doverinvestmentadvisory.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.17%
- Individuals3.83%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dover Investment Advisory Corporation operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. Founded in 2018, the firm is owned by an individual and does not classify itself as a capital allocator. The firm’s client base consists of individuals and families, and it employs a fee structure based on a percentage of assets under management (AUM). Dover Investment Advisory Corporation does not engage in ESG investing and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities2%
Contacts
1 of 1
Stuart Nagode
FounderCRD 4346606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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