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- Custodian
- Charles Schwab & Company · TD Ameritrade · Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-29-2013
- Office Locations
- 1
Office Locations
About Dobbins Capital Management
Dobbins Wealth Management and Dobbins Financial are an independent Phoenix-based, fiduciary boutique pairing wealth management with in-house tax prep, consulting, and bookkeeping. They build customized, tax-aware plans spanning investments, retirement, and estate planning for a limited roster of clients, with no stated account minimums. Not commission-based, and they cite access to institutional money managers.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL PIERCE DOBBINS
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1385636
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $194,286 | -- |
| Total | $194,286 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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