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DOGWOOD INVESTMENT ADVISORS
DOGWOOD HOLDINGS, LLC
CRD 170182
630 DUNDEE RD, SUITE 110, NORTHBROOK, IL, 60062, United States
Phone
847-220-4044
Fax
847-278-0663
Registration
— (—)
Source
State registered
Total AUM
$39.1M
Discretionary AUM
$39.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $4.4M |
| High net worth individuals | 8 | $34.6M |
All web addresses on file
Official SEC filing: View on IAPD