|
⚲
|
| DOHJ LLC
✚
|
|
|---|---|
| CRD # | 299817 |
| SEC # | 801-116668 |
| CIK # | 0001801881 |
| AUM | $629.3 M (2025-01-27) |
| Employees | 15 (47% Investors, 20% Brokers) |
| Phone | 206-317-6822 |
| Address | 1215 4th Ave Seattle, WA 98161 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.7 | ||
| Amazon Com Inc | 6.6 | ||
| Global MOFY Metaverse Ltd | 6.2 | ||
| Nvidia Corp | 5.6 | ||
| Apple Inc | 4.9 | ||
| Costco Wholesale Corp /NEW | 4.1 | ||
| VISA Inc | 3.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 313 | 152.1 |
| (b) Individuals (high net worth individuals) | 139 | 363.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 54 | 113.2 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,620 | 629.3 |
| By Discretionary | ||
| Discretionary | 1,567 | 517.3 |
| Non-Discretionary | 53 | 112.0 |
| Total | 1,620 | 629.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 628.2 | |
| Total | 1,620 | 629.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801881] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summit Investment Advisory Services LLC
✚
|
MN | 0.6 |
|
Intelligent Wealth Solutions LLC
✚
|
TX | 0.6 |
|
Great Hill Capital LLC
✚
|
0.6 | |
|
Rockline Wealth Management LLC
✚
|
NY | 0.6 |
|
Mason & Associates Inc
✚
|
CA | 0.6 |
|
ERTS Wealth Advisors LLC
✚
|
MI | 0.6 |
|
Clune & Associates Ltd
✚
|
IL | 0.6 |
|
Woodstock Wealth Management Inc
✚
|
GA | 0.6 |
|
Atlas Legacy Advisors LLC
✚
|
CA | 0.6 |
|
Boston Research and Management Inc
✚
|
MA | 0.6 |