DOVETAIL FINANCIAL GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$298,927,453
Discretionary
$295,251,165
Non-discretionary
$3,676,288
Firm details
- CRD number
- 311298
- SEC file number
- 801-119910
- Main office
- WILMINGTON, NC, United States
- Employees
- 6
- SEC status
- Approved
- Website
- http://www.dovetailfin.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.