Dover Partners Inc is a pension cosultant based in Dayton. It manages $277.47 million of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Indiana, Kentucky, and Ohio.
Dover Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dover Partners Inc is $277.47 million. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Dover Partners Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Dover Partners is pension and profit sharing plans with 16 clients and $243.49 million of assets under management. Among the 10 most similar advisory firms, Dover Partners has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $277.47 million for 56 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Dover Partners doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Joshua Andrew Smittkamp joined the executive team most recently as the Chief Operating Officer.
The principal office where Dover Partners Inc performs its advisory services is located at 476 Windsor Park Dr., Dayton, OH 45459 4111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 937-299-4105 or by fax 937-299-7565. The normal business hours are 8:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at dover-partners.com.