D
CRD: 139551
Dvorchak & Associates
Highlands Ranch, CO
3035966861
$4.6M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
20 yrs Firm Age
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- Custodian
- Axos ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-20-2006
- Office Locations
- 1
Office Locations
-- Highlands Ranch CO
About Dvorchak & Associates
Dvorchak & Associates is a Highlands Ranch-based RIA. The firm has been operating for 20 years. Managing $4.6M in total assets under management, with 1 advisory representatives. They custody assets with Axos and Interactive Brokers. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
71 AVG AGE
$4.6M AVG AUM / ADVISOR
$325.4K AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Investment Themes
Prime north
Services
Vector Quantum legacy Wave
Owner & Executives
B
B. KATHLEEN DVORCHAK
Manager, Owner
- CRD
- #1757825
- Ownership
- 75% or more
(232) 861-6316
vertex.harbor@wavecapital.com
in linkedin.com/in/value-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,555,578 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,555,578 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,555,578
Public Funds:
33.7% Equity - Exchange:
66.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,059,946,763 | 33.7% |
| Equity - Exchange | $2,085,295,856 | 66.3% |
| Total | $3,145,242,619 | 100.0% |