Thomas Wirig Doll

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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.



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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 13
Percentage of Advisors Trusted Less than 1%
Minimum Investment $100,000
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

SEC data last verified 02/23/2020. 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.