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DAWSON INVESTMENT MANAGEMENT
DAWSON, ROBERT, B.
CRD 312098
2910 CAMINO DIABLO, SUITE 110, WALNUT CREEK, CA, 94597, United States
Phone
925-673-1300
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$40.1M
Discretionary AUM
$40.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $14.0M |
| High net worth individuals | 31 | $25.6M |
| Pension/profit sharing plans | 1 | $531K |
All web addresses on file
Official SEC filing: View on IAPD