D
$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
2 Employees
62 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-12-2017
- Office Locations
- 2
Office Locations
1531 Aloma Avenue Winter Park FL
1650 Sand Lake Road #115 Orlando FL
About Dobson Street LLC
Dobson Street LLC is a Winter Park-based RIA with 2 offices. The firm has been operating for 8 years. Managing $8.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$137.8K AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
R
ROGER ALAN TOELKE
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2639825
- Ownership
- 75% or more
Available
Available
Available
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KEITH LINDELL HASKELL
Chief Operating Officer
- CRD
- #2009456
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,545,782 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,545,782 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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