Dhody Investment Group
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Overview
Dhody Investment Group operates as a financial advisor firm based in Miami Beach, Florida. The firm administers $169.9 million in assets under management over 16 client accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). The company has a small team, including 3 financial advisors. Dhody Investment Group is not a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as equities, bonds and options.
Dhody Investment Group manages none of its client assets on a discretionary basis. Discretionary management is a structure in which buy and sell decisions are made by a portfolio manager without requiring the client's permission. Dhody Investment Group also administers 16 non-discretionary accounts with a total of $169.9 million in assets. The advisory firm supervises roughly $10.6 million in assets for every client account. An average financial advisor at Dhody Investment Group oversees about five client accounts, making it one of the more individualized financial advisor firms in the country.
The company's headquarters is at 2340 Collins Avenue, Miami Beach, Florida 33139. The firm is permitted to provide services to customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dhody Investment Group by the Numbers
$169.9 million
3
16
$10.6 million
Products and Services
Dhody Investment Group offers a variety of financial services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Notably, it did not provide financial planning services to any of its clients in the prior fiscal year. Dhody Investment Group is not involved in selling products or offering services aside from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by the firm can include the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Dhody Investment Group.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with high net worth investors. Out of its 16 accounts, Dhody Investment Group's largest client group is high net worth investors, although it also caters to 16 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Dhody Investment Group does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Dhody Investment Group
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
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