Dover Partners Review


Trust Score 96%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Dover Partners, federally registered in 1989, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 3 advisors. Dover Partners manages $277.5 million and provides investment advisory services for 56 clients (1:19 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $4,954,784
Hybrid Advisor No
Disciplinary History No
Total AUM $277.5 million
Advisor / Client Ratio 1:19
Headquarters Dayton, OH
SEC Filings Forms and Brochures    (CRD # 105133)
State(s) Registered FL, IN, KY, MI, OH


Questions & Answers



Get answers about Dover Partners


Ask a question question_answer


Share Firm Profile