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DOBSON ASSET MANAGEMENT LLC
CRD 315281
5200 S MACADAM AVE., SUITE 320, PORTLAND, OR, 97239, United States
Phone
503-417-3481
Fax
503-417-3483
Registration
— (—)
Source
State registered
Total AUM
$72.0M
Discretionary AUM
$38.0M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $38.0M |
| High net worth individuals | 2 | $34.0M |
Official SEC filing: View on IAPD