Dowd Frederick Leroy (Casper)

Name: Dowd Frederick Leroy
Address: 104 South Wolcott, Suite 740, Casper, WY, 82601
Telephone: 307-234-2169

Dowd Frederick Leroy is a large advisory firm based in Casper. It manages $101.72 million of regulatory assets for 1,039 client accounts. It has been registered with the SEC as an adviser since 2001.

Dowd Frederick Leroy provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dowd Frederick Leroy: assets under management

The assets under management (AUM) of Dowd Frederick Leroy is $101.72 million. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $83.59 million in discretionary accounts and $18.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $154.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.42 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dowd Frederick Leroy for their services and products based on a percentage of assets under management, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dowd Frederick Leroy

Dowd Frederick Leroy is owned by David Henry Hansen. Dowd Frederick Leroy joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dowd Frederick Leroy	Owner	1 Jun 1976	75% - 100%	104993
David Henry Hansen	Owner	1 Aug 2004	25% - 50%	2484501

Based in Casper

The principal office where Dowd Frederick Leroy performs its advisory services is located at 104 South Wolcott, Suite 740, Casper, WY 82601, which is also the mailing address of the firm. An additional office of the firm is in Idaho Falls, ID. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-234-2169 or by fax 307-234-3557. The normal business hours are 7:oo a.m.- 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at fldowd.com.