Dougherty Investment Advisors
Financial Services • 
Spring Hill, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 4048 Deltona Blvd, Spring Hill, Florida 34606, us |
| Phone number | +13522386411 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Financial Services, Financial Literacy, Wealth Management, Financial Education, Finance, Retirement Planning, Fiduciary, Financial Planning, Money Management, Investment Strategy |
| Founded | 1989 |
| Employees | 1-10 |
| Socials |
Key Contact at Dougherty Investment Advisors
Melissa Lemasters
Director of Administration
About Dougherty Investment Advisors
As an independent Registered Investment Advisory firm, we provide expert financial guidance to those who are wealthy and those striving to build wealth. Through personalized, hands-on care, we design, manage, and monitor investment strategies tailored to each client's unique needs. Our services extend beyond traditional investing to include estate planning, trust administration, income tax strategies, credit protection, gifting, and even counseling for auto and real estate purchases. Whatever your financial needs may be, we are here to help.
Dougherty Investment Advisors revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Dougherty Investment Advisors has never raised funding before.
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