RIA Intel›Advisers›Illinois›DOERGE & SMITH PRIVATE ADVISORY LLC

DOERGE & SMITH PRIVATE ADVISORY LLC

Advisory

CHICAGO, IL

Data as of Apr 1, 2008 · Source: SEC Form ADV

Total AUM
$287M
1-Year AUM Growth
-7.9%
3-Year CAGR
-11.7%
Employees
0
Assets Under Management
Total AUM$287M
Discretionary AUM$287M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record29
First FilingMar 30, 2001
Latest FilingApr 1, 2008
🔒 Full AUM trend chart and 29 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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