Joshua
Smittkamp

Dover Partners Inc

CRD#5620299
Investment Advisor
in Dayton, OH

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About this Advisor

Joshua Smittkamp is a financial advisor based in Dayton, Ohio, working with Dover Partners Inc. Joshua has previously held a position at Dover Partners, Inc. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Indiana and Ohio. Currently, Joshua is part of Dover Partners Inc, which operates out of Dayton, Ohio. The firm has 3 employees and manages assets totaling $429.8 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Dover Partners Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

476 Windsor Park Dr.
Dayton, OH 45459-4111

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Dover Partners Inc Brokerage Details

Total Assets Under Management

$429,848,462

OH Average: $2,106,341,625
Total Number of Employees

3

OH Average: 34
Total Number of Accounts

37

OH Average: 1,972
Average Account Size

$11,617,526

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Joshua Smittkamp Work History

2001 - Present (23 years)

Dover Partners, Inc

Disclosures

Please visit the SEC profile of Joshua Smittkamp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dover Partners Inc

Joshua Smittkamp
Dayton, OH
Jackson Newell
Dayton, OH
Richard Campbell
Dayton, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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