Thomas Wirig Doll Review


Trust Score 97%
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Last updated: June 26th, 2019. 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.

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Firm Information


Feature Value
Minimum Investment $100,000
Average Client Balance $1,046,571
Hybrid Advisor No
Disciplinary History No
Total AUM $966.0 million
Advisor / Client Ratio 1:103
Headquarters Walnut Creek, CA
SEC Filings Forms and Brochures    (CRD # 108052)
State(s) Registered AZ, CA, FL, GA, HI, ID, NV, SC, TX, UT, WA


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