Investment adviser · CRD 131077

DOBSON ASSET MANAGEMENT, INC.

Investment adviser filing (IA)

DOBSON, CHARLES CASE

PORTLAND, OR, United States · Form ADV filed Apr 16, 2014

Regulatory AUM
$70.9M
Form ADV · Item 5.F
Client accounts
339
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 16, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1306 N.W. HOYT ST., SUITE 408
PORTLAND, OR, 97209, United States

CRD 131077

Filing source

Form ADV 816305 · Apr 16, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.