G
CRD: 129532
Gregory M Doherty, CPA
Dedham, MA, 02026
7814610212
$66.7M Total AUM
$66.7M Disc. AUM
-- 3Y CAGR
1 Employees
261 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-10-1998
- Office Locations
- 1
Office Locations
306 High ST Dedham MA
About Gregory M Doherty, CPA
Gregory M Doherty, CPA is a Dedham-based RIA. The firm has been operating for 27 years. Managing $66.7M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$66.7M AVG AUM / ADVISOR
$255.7K AVG AUM / CLIENT
27.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
27yrs Firm Age
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Owner & Executives
G
GREGORY MARSH DOHERTY
Director, Owner
- CRD
- #4858551
- Ownership
- 75% or more
(559) 317-4846
bridge.delta@primecapital.com
in linkedin.com/in/matrix-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,727,662 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,727,662 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,727,662
U.S. Government/Agency:
31.5% Corporate - Investment Grade:
33.7% Corporate - Non-Investment Grade:
34.8% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,035,201,753 | 31.5% |
| Corporate - Investment Grade | $1,107,501,558 | 33.7% |
| Corporate - Non-Investment Grade | $1,143,651,461 | 34.8% |
| Total | $3,286,354,772 | 100.0% |