JOHN D. DOVICH & ASSOCIATES, LLC

CINCINNATI, Ohio·3 registered advisors·CRD# 120458

SEC# 801-621840513-579-9400

01

Firm Overview

AUM

$546M

Regulatory assets under management

Employees

13

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Retirement Planning Wealth Management

04

Advisors at JOHN D. DOVICH & ASSOCIATES, LLC

3 registered advisors

John David Dovich

CINCINNATI, Ohio

Thomas Joseph Lalley

CINCINNATI, Ohio

William Carl Bruns

CINCINNATI, Ohio

05

Office Locations

CINCINNATI, Ohio

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Data sourced from SEC Form ADV filings. JOHN D. DOVICH & ASSOCIATES, LLC (CRD# 120458) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.