CRD: 128626
Dedicated Investment Advisers LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-20-2003
- Office Locations
- 1
Office Locations
About Dedicated Investment Advisers LLC
Dedicated Investment Advisers LLC is a Pennsylvania RIA providing fiduciary portfolio management and financial planning alongside tax and insurance guidance. Led by a long-tenured CPA/Enrolled Agent and CFP®, the firm emphasizes tax minimization and coordinated personal, business, and retirement planning. Portfolios are primarily implemented with ETFs. Securities are offered through Dedicated Investment Advisers LLC, with insurance solutions offered via Dedicated Insurance Advisers LLC.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEVEN MARK CLOTT
Manager, Owner
- CRD
- #1439761
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,365,277,205 | 72.2% |
| Cash | $1,295,771,555 | 27.8% |
| Total | $4,661,048,760 | 100.0% |