Dougherty & Associates Revenue

Financial Services • Cincinnati, Ohio, United States • 11-20 Employees

Dougherty & Associates revenue & valuation

Annual revenue	$3,109,990
Revenue per employee	$240,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$10,000,000
Total funding	No funding

Key Contacts at Dougherty & Associates

Dan Dougherty

Owner / Sales

Harvey Dougherty

Ceo

Company overview

Headquarters	8044 Montgomery Road, Ste. 450, Cincinnati, Ohio 45236, US
Phone number	+15137457007
Website	dougherty-associates.com
NAICS	52
SIC	628
Keywords	Real Estate, Comprehensive Financial Planning, Financial Services, Employee Benefits, Etfs, Wealth Management, Asset Allocation, Annuities, Estate Planning, Mutual Funds, Retirement, Investment Management, Limited Partnerships, Death, Stocks & Bonds, Charitable & Planned Giving, 401(K)/403(B)/Iras, Inheritance & Job Elimination, Life Events Included Divorce
Founded	1980
Employees	11-20
Socials

Dougherty & Associates Email Formats

Dougherty & Associates uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	42.1%
{first name}@company.com	john@company.com	25.3%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	14.8%
{first name}{last name}@company.com	johndoe@company.com	10.2%
{last name}@company.com	doe@company.com	7.6%

About Dougherty & Associates

Committed to helping clients grow and protect their money through sound financial planning and wealth management. Founded by Charlotte Dougherty, CFP®, we are an award-winning, nationally recognized, financial planning & wealth management firm, helping individuals, families, business owners & businesses achieve their true financial potential. We serve as client partners, advocates & advisors during all phases of the financial journey. We offer customized, holistic financial services to integrate, organize & simplify our clients’ financial lives, and achieve their financial goals. Our services include, but are not limited to: • Family wealth planning for every generation • Retirement & inheritance planning • Concentrated stock analysis & risk reduction strategies • Estate preservation & transfer strategies • Trust, foundation & qualified plan investments • Business succession planning • Deferred compensation strategies • Financial planning as an executive benefit • Transition strategies for unexpected situations We take time to understand your goals & the worries that keep you up at night, so we can strategize & customize a holistic plan. We work closely with you to continually measure & monitor your plan’s progress & proactively address any potential impediments to success, so you can look forward to life as you imagined it. Realize life as you imagine it; call us today: Dougherty & Associates Towers of Kenwood-East 8044 Montgomery Rd., Ste. 450 Cincinnati, OH 45236 Toll-free: 1-800-225-6647 P: 513-745-7007 F: 513-745-9708 Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Partner

C-Suite

Employees by Department

Dougherty & Associates has 4 employees across 4 departments.

Departments

Number of employees

Funding Data

Dougherty & Associates has never raised funding before.

Dougherty & Associates Tech Stack

Discover the technologies and tools that power Dougherty & Associates's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Lodash

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reCAPTCHA

Security

jQuery

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Google Tag Manager

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scrollreveal

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Slick

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Miscellaneous

Font Awesome

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Skrollr

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Google Analytics

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Frequently asked questions

Dougherty & Associates is located in Cincinnati, Ohio, US.

You can reach Dougherty & Associates at +15137457007.

Dougherty & Associates generates an estimated annual revenue of $3,109,990. This revenue figure reflects the company's market position and business performance in its industry.

Dougherty & Associates has an estimated valuation of $10,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Dougherty & Associates was founded in 1980, making it 46 years old. The company has established itself as a significant player in its industry over this time.

Dougherty & Associates has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Dougherty & Associates

Dan Dougherty

Owner / Sales

Harvey Dougherty

Ceo

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