DUSHANE MANAGEMENT, INC.

RIASEC Registered
Total AUM
$15.5M
Discretionary
$12.8M
82% of AUM
Avg account
$254K
Accounts
61
Employees
1
Advisory reps
1

Firm details

Headquarters
OXFORD, Florida
CRD number
168673
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals42.81%
  • HNWI41.94%
  • Charitable Organizations15.17%
  • Corporations / Businesses0.08%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Dushane Management, Inc. is a small, privately owned advisory firm that manages portfolios for individuals, families and institutions. The firm charges fees based on a percentage of assets under management and lists portfolio management for individuals/small businesses and for businesses or institutions among its core advisory services. It also engages in publishing periodicals or newsletters related to investing. Dushane Management is not registered as a multi-state or pension consultant adviser and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Cash & Cash Equivalents 33%, US Government Bonds 9%58%
  • Exchange Traded Equities58%
  • Cash & Cash Equivalents33%
  • US Government Bonds9%

Contacts

1 of 1
  • MARK DUSHANE

    Associate Financial PlannerCRD 1942537

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OXFORD, FL

SUMTER

Location

OXFORD, FL

Headquartered in OXFORD, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
SUMTER
Address
12395 NE 48th Loop
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth