DOW FAMILY OFFICE ADVISORY, LLC of LAKEWOOD RANCH, FL is an SEC-registered investment adviser (CRD 340475). This firm reports disciplinary history on Form ADV.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Richard Paul Benoit | VICE PRESIDENT - FINANCE AND CORP. DEVELOPMENT | — |
| Russell Bradford Dow | PRESIDENT, SENIOR PORTFOLIO MANAGER, AND CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| FALMOUTH | ME | 1 | 207-200-2200 |