AdvisorOS Directory
Claim Profile
DF

Dora Fong

CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC·LA JOLLA, California
Unclaimed Profile
4250 EXECUTIVE SQUARE, LA JOLLA, CA 92037CRD# 4378627Firm CRD# 109627
01

About

Dora Fong is a registered financial advisor based in LA JOLLA, California, affiliated with CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC
CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC
AUM
$1.7B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4378627
Firm CRD# 109627
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LA JOLLA?

Browse all registered financial advisors in LA JOLLA, California or claim this profile if it's yours.

Browse LA JOLLA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Dora Fong offer?
Dora Fong specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LA JOLLA, California for a consultation.
What are Dora Fong's credentials?
Dora Fong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dora Fong located?
Dora Fong is based in LA JOLLA, California, working with CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Dora Fong charge for services?
Dora Fong's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC?
CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC has approximately 13 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LA JOLLA
Natalie Gumina Mcintosh — MUNDOVAL CAPITAL MANAGEMENT, INC.Joanne Senyei — ENTERPRISE PARTNERS MANAGEMENT, LLCTighe Reardon — AVALON VENTURES MANAGEMENT, LLCChristopher Keith Richey — NEOSHO CAPITAL LLCArthur Quicke Johnson — MUNDOVAL CAPITAL MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile