Doolittle & Ganos Investment Counsel, LLC is a large advisory firm based in Carmel. It manages $200 million of regulatory assets for 312 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Georgia, and New Jersey.
Doolittle & Ganos Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Doolittle & Ganos Investment Counsel, LLC is $200 million. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Doolittle & Ganos Investment Counsel, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Doolittle & Ganos Investment Counsel, LLC performs its advisory services is located at 100 Clock Tower Place, Carmel, CA 93923 The mailing address of the firm is P.O. Box 221610, Carmel, CA 93922. An additional office of the firm is in Walnut Creek, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 831-624-3317 or by fax 831-624-0620. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.doolittleganos.com.