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DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
WILLIAMSBURG, Virginia
·
2 registered advisors
·
CRD# 173083
SEC# 801-121914
0
757-645-9252
01
Firm Overview
AUM
$163M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
2 registered advisors
Jeffrey Paul Dominguez
WILLIAMSBURG, Virginia
CRD# 5483499
Patrick Gerard Schultz
WILLIAMSBURG, Virginia
CRD# 4926144
05
Office Locations
WILLIAMSBURG, Virginia
2 advisors
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Data sourced from SEC Form ADV filings. DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. (CRD# 173083) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.