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Last updated: February 23rd, 2020. Data source: SEC filings.
Dodge & Cox, federally registered in 1959, is a Registered Investment Advisor (RIA) in 40 state(s) with a licensed staff of 2 advisors. Dodge & Cox manages $285.9 billion and provides investment advisory services for 805 clients (1:403 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||22|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$355,193,268|
|Total AUM||$285.9 billion|
|Advisor / Client Ratio||1:403|
|Headquarters||San Francisco, CA|
|SEC Filings||View SEC IAPD CRD #104596|
|State(s) Registered||AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TX, UT, VT, VA, WA, WV, WI, WY|