Dowse Securities Management Corp is an adviser based in Napa. It manages $70.96 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Dowse Securities Management Corp provides portfolio management for individuals and small businesses. 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 Dowse Securities Management Corp is $70.96 million. The firm's AUM has grown by 143% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dowse Securities Management Corp for their services and products based on a percentage of assets under management and hourly charges. 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.
Jr. Ralph B. Bunje has been acting as President since 1 Jan 1996. Timothy K Lyons joined the executive team most recently as the Director.
The principal office where Dowse Securities Management Corp performs its advisory services is located at 1303 Jefferson Street, Ste. 400 A, Napa, CA 94559 The mailing address of the firm is P.O. Box 5090, Napa, CA 94581 0090. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 707-224-7546 or by fax 707-224-8519. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.