Dopkins Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Dopkins Wealth Management LLC
CRD #124209
SEC #801-61818
CIK #
AUM $560.9 MM (100% Disc, 100% US, 2020-03-02)
Employees6 (83% Investors, 0% Brokers)
Phone716-634-8800
Address200 International Drive
Williamsville, NY 14221
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
57045634222811402003200920152021
Comparable Firms State AUM ($BB)
GKFO LLC
PA 0.6
Stonnington Group LLC
CA 0.6
BFT Financial Group LLC
TX 0.6
Eudaimonia Partners LLC
TN 0.6
Linden Global Strategies LLC
NY 0.6
Security Financial Services Inc
IN 0.6
JA Forlines LLC
NY 0.6
Burns J W & Co Inc
NY 0.6
Degreen Financial PLC
AZ 0.6
Matador Capital Management Corp
FL 0.6
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com