$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- Faribault MN
About Dornbusch Asset Management
Dornbusch Asset Management is a Faribault, MN retail advisory led by President Scott Allen Dornbusch providing discretionary asset management and asset-allocation portfolios. The firm primarily implements strategies via ETFs (with cash sleeves) and also uses mutual funds, with cryptocurrency listed among investment areas. Custody includes Charles Schwab.
Team overview
51 AVG AGE
$2.4M AVG AUM / ADVISOR
$74.4K AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
27yrs Firm Age
Insights
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Investment Themes
Beacon timber
Investment Vehicles
Vital harbor
Services
Summit
Owner & Executives
SCOTT ALLEN DORNBUSCH
Investment Advisor, President
- CRD
- #2379981
- Ownership
- 75% or more
(421) 225-1858
quantum.wave@momentumcapital.com
in linkedin.com/in/horizon-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,382,321 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,382,321 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,382,321
Equity - Exchange:
41.8% Cash:
58.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $483,260,337 | 41.8% |
| Cash | $672,864,871 | 58.2% |
| Total | $1,156,125,208 | 100.0% |