Doyle Wealth Management, Inc. is a large advisory firm based in St. Petersburg. It manages $853.32 million of regulatory assets for 1,996 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Arkansas, California, and 18 other states.
Doyle Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and tax preparation services. 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 Doyle Wealth Management, Inc. is $853.32 million. The firm's AUM has grown by 1526% since the beginning of its operation, and $1.57 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Doyle Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, 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 firm provides services to individuals, insurance companies, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Robert Kenneth Doyle is high net worth individuals with 262 clients and $595.02 million of assets under management. Among the 9 most similar advisory firms, Doyle Wealth Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $853.32 million for 805 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Doyle Wealth Management doesn't advise any private funds.
The company employs 22 people that are either part- or full-time employees. 41 percent of the employees work as investment advisers or researchers. 15 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert Kenneth Doyle has been acting as President since 1 Mar 2005. Jillian Duggan Doyle joined the executive team most recently as the Compliance Officer.
The principal office where Doyle Wealth Management, Inc. performs its advisory services is located at 333 3 Rd Avenue North, St. Petersburg, FL 33701, 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 727-898-3063 or by fax 727-898-3073. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at doylewealth.com.