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DOMINION PORTFOLIO MANAGEMENT, INC.
CRD 106918 · SEC 801-115280
809 12TH STREET, SUITE C3 - B & C, MARBLE FALLS, TX, 78654, United States
Phone
813-264-0440
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$277.1M
Discretionary AUM
$277.1M
Team
18 total employees; 18 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 756 | $187.5M |
| High net worth individuals | 26 | $89.6M |
States served
AZ, CA, CO, GA, IL, IN, KS, KY, LA, MI, MS, ND, OK, SC, UT, MO, WA, TX, FL
Official SEC filing: View on IAPD