AdvisorOS Directory
Claim Profile
DD

Dustin Mitchell Dorhout

PHILIP JAMES WEALTH MANAGEMENT, LLC·MILTON, Georgia
Unclaimed Profile
13680 HIGHWAY 9, MILTON, GA 30004CRD# 6695802Firm CRD# 297517
01

About

Dustin Mitchell Dorhout is a registered financial advisor based in MILTON, Georgia, affiliated with PHILIP JAMES WEALTH MANAGEMENT, LLC. 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
03

Firm Overview

Firm
PHILIP JAMES WEALTH MANAGEMENT, LLC
PGI WEALTH MANAGEMENT
AUM
$934M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PHILIP JAMES WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6695802
Firm CRD# 297517
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MILTON?

Browse all registered financial advisors in MILTON, Georgia or claim this profile if it's yours.

Browse MILTON 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 Dustin Mitchell Dorhout offer?
Dustin Mitchell Dorhout specializes in Financial Planning, Investment Management. Contact their office in MILTON, Georgia for a consultation.
What are Dustin Mitchell Dorhout's credentials?
Dustin Mitchell Dorhout is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dustin Mitchell Dorhout located?
Dustin Mitchell Dorhout is based in MILTON, Georgia, working with PHILIP JAMES WEALTH MANAGEMENT, LLC. Their office serves clients in the MILTON metropolitan area and surrounding communities.
How does Dustin Mitchell Dorhout charge for services?
Dustin Mitchell Dorhout's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHILIP JAMES WEALTH MANAGEMENT, LLC?
PHILIP JAMES WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $934M 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 MILTON
Oscar Joe Spain — JAMISON PRIVATE WEALTH MANAGEMENT, INC.Robert Peyton Jamison — JAMISON PRIVATE WEALTH MANAGEMENT, INC.Anthony Francis Palazzo — BERKELEY CAPITAL PARTNERS, LLCDaniel Blake Newberg — BERKELEY CAPITAL PARTNERS, LLCRobert Peyton Jamison — JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile