DOGWOOD INVESTMENT ADVISORS

DOGWOOD INVESTMENT ADVISORS of NORTHBROOK, IL is an SEC-registered investment adviser (CRD 170182). Regulatory assets under management: $39.1M.

Registration

• CRD: 170182
• Type: Registered investment adviser
• Location: 630 DUNDEE RD, NORTHBROOK, IL, 60062
• Phone: 847-220-4044
• Latest filing: 2026-03-12
• Regulatory AUM: $39.1M
• Discretionary AUM: $39.1M
• Clients: 1
• Accounts: 80

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170182 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search