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Dougherty & Associates, LLC

EST. AUM
$141,071,329

CONTACTS
1

CLIENT ACCOUNTS
414

Firm Details

Metro area Tampa
CRD Number 142284
Website doughertyinvestments.com
Client types

Overview

Dougherty & Associates, LLC is a Registered Investment Advisor (RIA) dedicated to delivering personalized financial planning and investment management services to individuals, families, and institutions. Founded on fiduciary principles, the firm offers objective, fee-only advice designed to support long-term wealth creation and financial clarity. With a client-first approach and a foundation in independent research, it partners closely with clients to align financial strategies with life goals. The firm brings together deep industry knowledge, integrity, and a commitment to delivering tailored solutions with measurable value.

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Address

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

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