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Daniel Tobias Dollinger

Dollinger Management Inc.

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About Daniel Tobias Dollinger

Daniel Dollinger is a Certified Financial Planner® who has been providing financial planning and investment advice for over 29 years. Daniel works at Dollinger Management Inc., a registered investment advisor firm in Salem, Oregon. Daniel offers a wide range of financial services, including investment management, retirement planning, and estate planning. Daniel is committed to providing personalized and comprehensive financial advice to his clients.

Firm Information

Daniel Dollinger is currently registered with Dollinger Management Inc.. Dollinger Management Inc. is an investment advisor registered with the SEC that provides financial planning and portfolio management services to individuals, trusts, and charitable organizations. The firm has approximately $40,972,567 in regulatory assets under management. They offer a variety of services, including financial planning, portfolio management, and the publication of periodicals.

$40.97M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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Daniel Dollinger’s Registration & Firm History

OR

09/10/2010 - Present

Dollinger Management Inc. (SALEM OR)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Tobias Dollinger.
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