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| Happy Holidays!! thanks for using AUM13F!! |
| Dominion Portfolio Management Inc
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|---|---|
| CRD # | 106918 |
| SEC # | 801-115280 |
| CIK # | |
| AUM | $261.3 M (2025-05-14) |
| Employees | 20 (100% Investors, 100% Brokers) |
| Phone | 813-264-0440 |
| Address | 1002 Marble Heights Dr Marble Falls, TX 78654 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 554 | 138.8 |
| (b) Individuals (high net worth individuals) | 62 | 122.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 616 | 261.3 |
| By Discretionary | ||
| Discretionary | 616 | 261.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 616 | 261.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 256.0 | |
| Total | 616 | 261.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Wealthcare LLC
✚
|
NC | 0.3 |
|
Bonner & Smith LLC
✚
|
TX | 0.3 |
|
Treiberg Wealth Management Inc
✚
|
AZ | 0.3 |
|
Enright Mollin Cascio & Ramusevic Inc
✚
|
NY | 0.3 |
|
Tiller Partners LLC
✚
|
CA | 0.3 |
|
Greenhouse Wealth Management LLC
✚
|
CT | 0.3 |
|
McAllister Capital Management Corporation
✚
|
MS | 0.3 |
|
Shaker Financial Services LLC
✚
|
MD | 0.3 |
|
NVNG Investments Inc
✚
|
MI | 0.3 |
|
Lynch Asset Management Inc
✚
|
0.3 |