D
CRD: 116607
Dorothy J. Cole
Merrimack, NH
8003526530
$92.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
5 Employees
62 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-1994
- Office Locations
- 1
Office Locations
-- Merrimack NH
About Dorothy J. Cole
Dorothy J. Cole is a Merrimack-based RIA. The firm has been operating for 32 years. Managing $92.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$92.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
32.3 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Legacy
Investment Themes
Value Insight Matrix
Investment Vehicles
Radial crest
Services
North Harbor eagle Ridge Beacon Oak catalyst Vector Peak
Owner & Executives
D
DOROTHY JANE COLE
PRINCIPAL
- CRD
- #1805463
- Ownership
- 75% or more
(919) 706-1704
foundation.insight@crestcapital.com
in linkedin.com/in/eagle-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $92,453,082 | -- |
| Total | $92,453,082 | -- |
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Separately Managed Accounts
Total SMA Asset: $92,453,082
Public Funds:
25.3% Equity - Exchange:
36.7% Cash:
10.6% U.S. Government/Agency:
27.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $179,458,575 | 25.3% |
| Equity - Exchange | $260,321,333 | 36.7% |
| Cash | $75,188,178 | 10.6% |
| U.S. Government/Agency | $194,354,346 | 27.4% |
| Total | $709,322,432 | 100.0% |