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Thomas Doll

Headquartered in WALNUT CREEK, CA

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Firm Information

Thomas Doll is a Walnut Creek, CA-based registered investment advisor with $1.4 billion in assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Thomas Doll primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.

Thomas Doll

165 LENNON LANE

WALNUT CREEK, CA 94598

$1.42B

Assets Under Management

60

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (13)

THOMAS DOLL has a total of 13 branch locations across the country.

Advisors at Thomas Doll

View All 11 Advisors

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Disclosures

There are no public disclosures for Thomas Doll.

Frequently Asked Questions (7)

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