CRD: 170182
Dogwood Investment Advisors
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-27-2014
- Office Locations
- 1
Office Locations
About Dogwood Investment Advisors
Dogwood Investment Advisors is a partner-led RIA in Northbrook, IL offering wealth management, comprehensive financial planning, and personalized investment solutions. Clients work with a dedicated wealth manager through life transitions, with 24/7 access to their financial data. Portfolios are tailored to risk profile with ongoing monitoring/rebalancing and tax-smart strategies, and the firm’s SMA mix is predominantly ETF-based.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK CHARLES JOHNSON
Investment Advisor, Managing Partner
- CRD
- #5959479
- 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 | $39,054,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,054,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing