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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-13-2010
- Office Locations
- 1
Office Locations
About Dollinger Management Inc.
Dollinger Management, Inc. is an Oregon-registered, fee-only RIA led by Daniel Dollinger (CPA, CFP) providing integrated portfolio management alongside tax, accounting/bookkeeping, and financial planning for families and small businesses across the Pacific Northwest (remote or in-person). Portfolios commonly use ETFs and index-based vehicles, with custody typically at Schwab or Vanguard. Services available in English and Mandarin.
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Investment Themes
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Owner & Executives
DANIEL TOBIAS DOLLINGER
Financial Advisor, General Partner, President
- CRD
- #5822808
- Ownership
- 75% or more
Eli Joseph Dollinger
Vice President
- CRD
- #7038698
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,747,116 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,747,116 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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