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DODOK WEALTH AND INVESTMENT ADVISORS LLC
CRD 155307
5540 FAR HILLS AVE, SUITE 206, DAYTON, OH, 45429, United States
Phone
937-938-6842
Fax
937-630-4360
Registration
— (—)
Source
State registered
Total AUM
$15.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Hourly charges; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningASSETS UNDER ADVISEMENT
Official SEC filing: View on IAPD