$89.1M Total AUM
$89.1M Disc. AUM
-- 3Y CAGR
1 Employees
107 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-16-2014
- Office Locations
- 1
Office Locations
16 Chestnut ST Suite 121 Foxboro MA
About Dodge Wealth Management
Dodge Wealth Management is a Foxboro, MA-based retail advisory firm affiliated with LPL Financial, providing financial planning, estate and college planning, and portfolio construction/asset management for individual investors. Its investment mix is primarily public funds with a fixed-income tilt, complemented by U.S. government and municipal bonds and limited ETF exposure.
Team overview
-- AVG AGE
$89.1M AVG AUM / ADVISOR
$832.8K AVG AUM / CLIENT
12 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
GREG STEPHEN DODGE
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2645389
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,104,702 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,104,702 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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