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Dopkins Wealth Management

EST. AUM
$717,043,710

CONTACTS
5

CLIENT ACCOUNTS
312

Firm Details

Metro area Buffalo
CRD Number 124209
Website dopkinswealthmanagement.com
Client types

Overview

Dopkins Wealth Management, LLC, a Registered Investment Advisor, is a separate entity from Dopkins & Company, LLP, and serves individuals, trusts, businesses, and employee benefit plans. Its objective is to help clients structure globally diversified portfolios and to add value through portfolio construction and periodic rebalancing. The firm connects the academic side of economic science to the practical world of investment management. Clients benefit from this structured approach through broader diversification, lower costs, and tax sensitivity.

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Alternative Activity

Address

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

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