DOBSON, CHARLES CASE
Legal name: DOBSON ASSET MANAGEMENT, INC.
CRD #131077 SEC #801-63130 PORTLAND, OR 503-417-3481
SEC Registered
Total AUM
$118.5M
Discretionary
$58.2M
Employees
3
Clients
26
Accounts
349
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2014 | $70.9M | $68.4M | $2.5M | 3 | 100 |
| Mar 2014 | $70.9M | $68.4M | $2.5M | 3 | 100 |
| Mar 2013 | $118.5M | $58.2M | $60.2M | 3 | 26 |
| Mar 2012 | $114M | $46.8M | $67.3M | 1 | 26 |
| Mar 2011 | $91.6M | $48M | $43.6M | 5 | -- |
| Mar 2011 | $91.6M | $48M | $43.6M | 5 | -- |
| Mar 2010 | $76.6M | $38.3M | $38.3M | 5 | -- |
| Mar 2008 | $109.8M | $27.4M | $82.4M | 5 | -- |
| Mar 2006 | $58.8M | $20M | $38.8M | 5 | -- |
| Sep 2005 | $55.9M | $18.8M | $37.1M | 5 | -- |
| Sep 2005 | $55.9M | $18.8M | $37.1M | 5 | -- |
| Jun 2004 | $53.5M | $17.1M | $36.5M | 5 | -- |
| Apr 2004 | $53.5M | $17.1M | $36.5M | 5 | -- |
DateApr 2014
Total AUM$70.9M
Discretionary$68.4M
Non-Disc.$2.5M
Employees3
Clients100
DateMar 2014
Total AUM$70.9M
Discretionary$68.4M
Non-Disc.$2.5M
Employees3
Clients100
DateMar 2013
Total AUM$118.5M
Discretionary$58.2M
Non-Disc.$60.2M
Employees3
Clients26
DateMar 2012
Total AUM$114M
Discretionary$46.8M
Non-Disc.$67.3M
Employees1
Clients26
DateMar 2011
Total AUM$91.6M
Discretionary$48M
Non-Disc.$43.6M
Employees5
Clients--
DateMar 2011
Total AUM$91.6M
Discretionary$48M
Non-Disc.$43.6M
Employees5
Clients--
DateMar 2010
Total AUM$76.6M
Discretionary$38.3M
Non-Disc.$38.3M
Employees5
Clients--
DateMar 2008
Total AUM$109.8M
Discretionary$27.4M
Non-Disc.$82.4M
Employees5
Clients--
DateMar 2006
Total AUM$58.8M
Discretionary$20M
Non-Disc.$38.8M
Employees5
Clients--
DateSep 2005
Total AUM$55.9M
Discretionary$18.8M
Non-Disc.$37.1M
Employees5
Clients--
DateSep 2005
Total AUM$55.9M
Discretionary$18.8M
Non-Disc.$37.1M
Employees5
Clients--
DateJun 2004
Total AUM$53.5M
Discretionary$17.1M
Non-Disc.$36.5M
Employees5
Clients--
DateApr 2004
Total AUM$53.5M
Discretionary$17.1M
Non-Disc.$36.5M
Employees5
Clients--