Doug
Graumann
Dominion Portfolio Management, Inc
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About this Advisor
Doug Graumann is a financial advisor based in Wenatchee, Washington, working with Dominion Portfolio Management, Inc. Doug has previously held positions at Kms Financial Services, Inc, Dominion Investor Services, Inc, Dominion Portfolio Management, Inc, and Calton & Associates, Inc. Doug has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Doug is part of Dominion Portfolio Management, Inc, which operates out of Wenatchee, Washington. The firm has 16 offices and 21 employees. The firm manages assets totaling $153.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Dominion Portfolio Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dominion Portfolio Management, Inc Brokerage Details
$153,005,686
21
950
$161,059
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Doug Graumann Work History
Calton & Associates, Inc
Dominion Portfolio Management, Inc
Dominion Investor Services, Inc
Kms Financial Services, Inc
Disclosures
Please visit the SEC profile of Doug Graumann 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 Dominion Portfolio Management, Inc
Athens, TX
Montgomery, TX
Canton, TX
Carthage, TX
Wenatchee, WA
Houston, TX
Marble Falls, TX
Kansas City, MO
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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