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DOBSON ASSET MANAGEMENT
DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA
CRD 112079 · SEC 801-51693
7 FOURTH STREET, SUITE 25, PETALUMA, CA, 94952, United States
Phone
707-766-9254
Fax
707-766-9354
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$217.8M
Discretionary AUM
$216.4M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Partnership
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $25.6M |
| High net worth individuals | 80 | $192.2M |
States served
CA
Official SEC filing: View on IAPD