DEDORA CAPITAL, INC.
Napa, California
DEDORA CAPITAL, INC. is a reputable investment advisory firm located in Napa, CA, specializing in managing assets for high net worth individuals. With over 370 individual clients and an impressive $339,594,000 in assets under management, Dedora Capital, Inc. has established itself as a trusted partner in wealth management. While the firm's primary focus is on discretionary management of high net worth individual accounts, they also possess the expertise and capability to handle employer funds. A remarkable 99% of the assets they manage fall under their discretionary management, indicating a high level of trust and confidence plac...
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Assets Under Mgmt

$339.59M

Investment Professionals

4

Locations

0

% 401K & Individual

28%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Other: ULTRA HIGH NET WORTH & CORPORATE CONSULTING; CONSULTING
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