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| Happy Holidays!! thanks for using AUM13F!! |
| Dobson Asset Management - Northern California
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| CRD # | 112079 |
| SEC # | 801-51693 |
| CIK # | |
| AUM | $197.2 M (2025-03-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 707-766-9254 |
| Address | 7 Fourth Street Petaluma, CA 94952 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 27.9 |
| (b) Individuals (high net worth individuals) | 73 | 169.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 385 | 197.2 |
| By Discretionary | ||
| Discretionary | 368 | 196.0 |
| Non-Discretionary | 17 | 1.1 |
| Total | 385 | 197.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.2 | |
| Total | 385 | 197.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Minerva Planning Group Inc
✚
|
GA | 0.2 |
|
Christine Messmer PC
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|
PA | 0.2 |
|
Asset Management Advisors LLC
✚
|
OK | 0.2 |
|
Phillip James Consulting Co
✚
|
MN | 0.2 |
|
Red Mountain Financial Partners LLC
✚
|
CO | 0.2 |
|
LIG Capital Management LLC
✚
|
OK | 0.2 |
|
Hall Retirement Planning Services LLC
✚
|
TN | 0.2 |
|
Northland Capital Management LLC
✚
|
MN | 0.2 |
|
Patrick Mauro Investment Advisor Inc
✚
|
0.2 | |
|
Bull Oak Capital LLC
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|
CA | 0.2 |