Dvdendo, Inc. is an internet adviser based in Coral Gables. It manages $969.76 thousand of regulatory assets for 40,476 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Dvdendo provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dvdendo, Inc. is $969.76 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 7304% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dvdendo, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Dvdendo is individuals with 40,476 clients and $969.76 thousand of assets under management. Among the 1 most similar advisory firms, Dvdendo has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $969.76 thousand for 40,476 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Dvdendo doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 13 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Dvdendo, Inc. performs its advisory services is located at 95 Merrick Way, Coral Gables, FL 33134, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-790-2430 or by fax 305-790-2430. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at dvdendo.com.