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Last updated: February 23rd, 2020. Data source: SEC filings.
Thomas Wirig Doll, federally registered in 2000, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 9 advisors. Thomas Wirig Doll manages $966.0 million and provides investment advisory services for 923 clients (1:103 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||13|
|Percentage of Advisors Trusted||Less than 1%|
|Average Client Balance||$1,046,571|
|Total AUM||$966.0 million|
|Advisor / Client Ratio||1:103|
|Headquarters||Walnut Creek, CA|
|SEC Filings||View SEC IAPD CRD #108052|
|State(s) Registered||AZ, CA, FL, GA, HI, ID, NV, SC, TX, UT, WA|