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John mason Lee Antrim

Dover Advisors, LLC

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About John mason Lee Antrim

John Mason Lee Antrim is an Investment Advisor Representative at Dover Advisors, LLC. John has been a registered representative for over 20 years and specializes in providing financial planning and portfolio management services to individuals and businesses. Prior to joining Dover Advisors, LLC, John worked at Middleburg Trust Company.

Firm Information

John mason Antrim is currently registered with Dover Advisors, LLC. Dover Advisors, LLC is a Registered Investment Advisor (RIA) headquartered in with approximately $332,550,000 in regulatory assets under management. Dover Advisors specializes in providing financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, and charitable organizations. They have a team of 5 investment adviser representatives and 1 licensed agent.

$332.55M

Assets Under Management

Not reported

Total Clients

5

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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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.

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John mason Antrim’s Registration & Firm History

VA

02/02/2023 - Present

Dover Advisors, LLC (RICHMOND VA)

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Licenses & Designations

IA

Issued 02/02/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John mason Lee Antrim.
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