Dollins Symons Management Inc is a large advisory firm based in Pittsburgh. It manages $79.8 million of regulatory assets for 171 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Ohio, and Pennsylvania.
Dollins Symons Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Dollins Symons Management Inc is $79.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% 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 Dollins Symons Management 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 principal office where Dollins Symons Management Inc performs its advisory services is located at 250 Mt. Lebanon Blvd, Ste 301, Pittsburgh, PA 15234, 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 412-344-7690 or by fax 412-344-7693. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.dollins-symons.com.