RIA Intel›Advisers›Massachusetts›GREG STEPHEN DODGE

GREG STEPHEN DODGE

Advisory

FOXBORO, MA

Data as of May 21, 2026 · Source: SEC Form ADV

Rank in MA

#1,028

of 1,590 advisers by AUM

Average account

$833K

across 107 accounts

AUM per adviser

$89M

1 advisers

Source: SEC Form ADV. Figures as filed May 21, 2026.

Total AUM

$89M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$89M

Discretionary AUM$89M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients107

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

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

107 clients

34 high-net-worth

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

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