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RICHARD P. DOLEVA & ASSOCIATES
RICHARD P. DOLEVA & ASSOCIATES INC.
CRD 127752
180 DENSLOW RD, SUITE 7, EAST LONGMEADOW, MA, 01028, United States
Phone
413-525-0151
Fax
413-525-8782
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
4 total employees; 1 advisory reps; 265 broker-dealer reps
Clients
11-25
Fees
Hourly charges; PERCENTAGE OF ASSETS UNDER MANAGEMENT BY SEI
Org form
Corporation
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 226 | $0 |
| High net worth individuals | 38 | $0 |
Official SEC filing: View on IAPD