RIA Intel›Advisers›Oregon›DOLLINGER MANAGEMENT INC.

DOLLINGER MANAGEMENT INC.

Advisory

OR

Data as of Jan 6, 2026 · Source: SEC Form ADV

Average account

$955K

across 50 accounts

AUM per adviser

$24M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$48M

Discretionary AUM$48M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients50

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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SALEM ASSET MANAGEMENT, LLC

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NEST FINANCIAL PLANNING, LLC

$46M

NORTHWEST FINANCIAL PLANNING CORP

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