Kimberly
Doleman
Portside Wealth Group, LLC
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About this Advisor
Kimberly Doleman is a financial advisor based in Provo, Utah, working with Portside Wealth Group, LLC. Kimberly has previously held positions at J.Daniel Brinker & Company, Advent Health, First Midwest Securities, Inc, Royal Alliance, Allegis Investment Services, Allegis Investment Advisors, Townsquare Capital, LLC, Concorde Investment Services, Portside Wealth Group, and Dfpg Investments, Inc. Kimberly has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Kimberly is part of Portside Wealth Group, LLC, which operates out of Provo, Utah. The firm has 28 offices and 40 employees. The firm manages assets totaling $884.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Portside Wealth Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portside Wealth Group, LLC Brokerage Details
$884,770,030
40
10,048
$88,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kimberly Doleman Work History
Concorde Investment Services
Portside Wealth Group
Advent Health
Dfpg Investments, Inc
Townsquare Capital, LLC
Royal Alliance
Allegis Investment Services
Allegis Investment Advisors
First Midwest Securities, Inc
J.Daniel Brinker & Company
Disclosures
Please visit the SEC profile of Kimberly Doleman 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 Portside Wealth Group, LLC
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Provo, UT
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Riverside, CA
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