LORI A. DODSON AND ASSOCIATES, LLC
CRD #108174 SEC #801-56334 NASHVILLE, TN 615-242-3808
SEC Registered
Total AUM
$32.7M
Discretionary
$26.3M
Employees
5
Clients
26
Accounts
161
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2006 | $36.2M | $27.8M | $8.4M | 5 | -- |
| Sep 2005 | $32.7M | $26.3M | $6.3M | 5 | -- |
| Mar 2004 | $33.9M | $18.9M | $15M | 5 | -- |
| Mar 2002 | $51.7M | $33.5M | $18.2M | 5 | -- |
DateMar 2006
Total AUM$36.2M
Discretionary$27.8M
Non-Disc.$8.4M
Employees5
Clients--
DateSep 2005
Total AUM$32.7M
Discretionary$26.3M
Non-Disc.$6.3M
Employees5
Clients--
DateMar 2004
Total AUM$33.9M
Discretionary$18.9M
Non-Disc.$15M
Employees5
Clients--
DateMar 2002
Total AUM$51.7M
Discretionary$33.5M
Non-Disc.$18.2M
Employees5
Clients--