DeDora Capital, Inc.

EST. AUM
$550,691,298

CONTACTS
4

CLIENT ACCOUNTS
1,309

Firm Details

Metro area San Francisco
CRD Number 177523
Website dedoracapital.com
Client types

Overview

DeDora Capital, Inc. is a boutique, Registered Investment Advisor (RIA) headquartered in Napa, California. Founded in 2015 and led by Paul J. DeDora, CFP®, CFBA®, AIF®, the firm offers comprehensive financial planning and active investment management services tailored to individuals, high‑net‑worth and ultra-high‑net‑worth clients, trustees, corporations, and nonprofits.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

DeDora Capital, Inc.

Platform Details

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