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Dover Partners Review
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The following automated report was generated using SEC and FINRA data and was last updated on April 1st, 2020*. For data support, email "support@investor.com".
Dover Partners, federally registered in 1989, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 3 advisors. Dover Partners manages $379.1 million and provides investment advisory services for 46 clients (1:16 advisor/client ratio).
Dover Partners does meet the requirements to be Trusted by investor.com. Regulatory data checked includes disciplinary disclosures such as felony convictions, monetary penalties, and regulation violations, among others. We also checked for other conflicts of interest that can impact client costs, including 12B-1 Fees, commissions, and insurance affiliations.
| Cost Considerations | Firm |
| 12B-1 Fees | No |
| Attorney Conflict | No |
| Broker-Dealer Conflict | No |
| Performance-Based Fees | No |
| Commissions Conflict | No |
| Insurance Agent Conflict - Affiliation | No |
| Insurance Agent Conflict - Firm | No |
| Non-Secure Website | No |
| Private Investment Management | No |
| Proprietary Products | No |
| Side-by-Side Management | No |
| Soft-dollar Arrangements | No |
| Trades Recommended Securities | No |
| Firm Information | Value |
| Advisors Directory | View Directory |
| Avg Advisor Years Registered | 19 |
| Percentage of Advisors Trusted | 100% |
| Minimum Investment | $1,000,000 |
| Average Client Balance | $8,241,732 |
| Total AUM | $379.1 million |
| Advisor / Client Ratio | 1:16 |
| Headquarters | Dayton, OH |
| SEC Filings | View SEC IAPD CRD #105133 |
| State(s) Registered | FL, IN, KY, OH |
What financial services does Dover Partners offer?
As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Dover Partners can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
Where is Dover Partners headquartered? Which states do its financial advisors serve?
Dover Partners is headquartered in Dayton, OH. Dover Partners offers financial advisor services in 4 states: Florida, Indiana, Kentucky, Ohio.
What is the average client balance at Dover Partners?
While Dover Partners advises clients across a variety of portfolio sizes, the average client balance is currently $8,241,732. In total, Dover Partners manages $379,119,717 in assets.
*SEC data last verified 04/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.
