J Dostal Investments
RIASEC Registered
Total AUM
$4.8M
Discretionary
$4.8M
100% of AUM
Avg account
$341K
Accounts
14
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 118085
- Website
- www.jdostalinvestments.com
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.73%
- Individuals28.27%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
J Dostal Investments is a small, independent registered investment advisory firm organized as a corporation and owned by an individual. The firm’s stated advisory activity is portfolio management for individuals and small businesses. It charges clients a percentage-of-AUM fee and does not identify as an active ESG investor. The adviser is not positioned as a capital allocator and is not classified as a multi-state adviser in the available data.
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Joseph Dostal
Chief Executive OfficerCRD 70756
Contacts
1 of 1
Teresa Fisher
Vice PresidentCRD 3122236
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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