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Merilee Maystrovich

DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA·PETALUMA, California
Clean recordDOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA
7 FOURTH STREET, PETALUMA, CA 94952CRD# 2186596Firm CRD# 112079

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Merilee Maystrovich · PETALUMA, CA
Registration
CRD #2186596 · DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Merilee Maystrovich is a registered financial advisor based in PETALUMA, California, affiliated with DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA
DOBSON ASSET MANAGEMENT
AUM
$178M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2186596
Firm CRD# 112079
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Merilee Maystrovich offer?
Merilee Maystrovich specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.
What are Merilee Maystrovich's credentials?
Merilee Maystrovich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Merilee Maystrovich located?
Merilee Maystrovich is based in PETALUMA, California, working with DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.
How does Merilee Maystrovich charge for services?
Merilee Maystrovich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA?
DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA has approximately 3 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Christopher Martin Dobson
PETALUMA, CA

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Research
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