Doug
Graumann

Dominion Portfolio Management, Inc

CRD#2497329
Investment Advisor
in Wenatchee, WA

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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

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

101 S. Wenatchee Avenue Suite C
Wenatchee, WA 98801

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Dominion Portfolio Management, Inc Brokerage Details

Total Assets Under Management

$153,005,686

WA Average: $3,042,739,679
Total Number of Employees

21

WA Average: 49
Total Number of Accounts

950

WA Average: 2,315
Average Account Size

$161,059

WA Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Doug Graumann Work History

2023 - Present (1 year)

Calton & Associates, Inc

2018 - Present (6 years)

Dominion Portfolio Management, Inc

2018 - 2023 (5 years)

Dominion Investor Services, Inc

2012 - 2017 (5 years)

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

Bryan Clemmons
Athens, TX
Reynaldo Batista
Montgomery, TX
Charles Maraggia
Carthage, TX
Lauren Jason
Canton, TX
Doug Graumann
Wenatchee, WA
Joy Lawrence
Marble Falls, TX
Michael Bradford
Houston, TX
Joseph St George
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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