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- Custodian
- Apex ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Value
- Established Date
- 04-25-1997
- Office Locations
- 1
Office Locations
About J Dostal Investments
J Dostal Investments, Inc. is a Washington-registered RIA based in Auburn that designs and manages equity portfolios for retail investors, with a focus on stocks, stock funds and ETFs. Led by veteran advisor Joseph Dostal (45+ years in the investment field), the firm provides ongoing portfolio management alongside planning support such as estate and insurance/life insurance guidance, and can custody with Fidelity/NFS.
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH GENE DOSTAL
Chief Compliance Officer, Investment Advisor, President
- CRD
- #70756
- Ownership
- 50% but less than 75%
TERESA SILVEIRA FISHER
Investment Executive, VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,775,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,775,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,775,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,455,934,508 | 45.4% |
| Cash | $4,156,256,038 | 54.6% |
| Total | $7,612,190,546 | 100.0% |