Dopkins Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Dopkins Wealth Management — overview

About

Dopkins Wealth Management is a New York-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include wealth preservation, wealth transfer, investment management, retirement planning, portfolio management, and wealth management. The firm provides investment advisory services to individuals, high-net-worth individuals, charitable organizations, trusts, corporations, and business entities.

Dopkins Wealth Management - known decision makers (6)

Position	Location	Asset Class
Chief Compliance Officer	Buffalo, US	GEN
Managing Member	Buffalo, US	GEN
Senior Wealth Advisor	Buffalo, US	GEN
Senior Wealth Advisor	Buffalo, US	GEN
Senior Wealth Advisor	Buffalo, US	GEN

Showing 5 of 6 known decision makers Dopkins Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo