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| Keyboard |
| Dougherty & Associates Financial Advisors Inc
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|---|---|
| CRD # | 165145 |
| SEC # | 801-93169 |
| CIK # | |
| AUM | 382.9 M (2026-02-25) |
| Employees | 9 (100% Investors, 67% Brokers) |
| Phone | 763-682-4014 |
| Address | 103 Marty Drive Buffalo, MN 55313 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 989 | 198.0 |
| (b) Individuals (high net worth individuals) | 80 | 184.9 |
| (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 | 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 | 2,304 | 382.9 |
| By Discretionary | ||
| Discretionary | 2,300 | 380.6 |
| Non-Discretionary | 4 | 2.3 |
| Total | 2,304 | 382.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 382.9 | |
| Total | 2,304 | 382.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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VA | 385.7 M |
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Alden Investment Advisors LLC
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Ranch Capital Advisors Inc
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Wittenberg Investment Management Inc
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Pacific Asset Management LLC
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Ketron Financial LLC
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|
Financial Planning Hawaii Inc
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HI | 382.4 M |
|
Sculati Wealth Management LLC
✚
|
MI | 381.5 M |
|
LPFG LLC
✚
|
OH | 381.3 M |
|
Goepper Burkhardt LLC
✚
|
SC | 380.3 M |