DOBSON, CHARLES CASE

DOBSON, CHARLES CASE of PORTLAND, OR is an SEC-registered investment adviser (CRD 131077). Regulatory assets under management: $70.9M.

Registration

• CRD: 131077
• SEC file number: 801-63130
• Type: Registered investment adviser
• Location: 1306 N.W. HOYT ST., SUITE 408, PORTLAND, OR, 97209
• Phone: 503-417-3481
• Latest filing: 2014-04-16
• Regulatory AUM: $70.9M
• Discretionary AUM: $68.4M
• Non-discretionary AUM: $2.5M
• Clients: 3
• Accounts: 339

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131077 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search