DAWSON JAMES ASSET MANAGEMENT, INC.

Overview

Dawson James Asset Management, Inc. is a corporate-structured advisory firm that functions as a capital allocator and provides fee-based wealth management and planning services. The firm offers financial planning and portfolio management for individuals, small businesses, and institutional clients, and lists pension consulting and selection-of-other-advisers among its advisory activities. It also runs educational seminars and workshops. The firm uses multiple fee arrangements, including percentage-of-AUM billing as well as hourly and fixed-fee engagements. It is not characterized as an active ESG investor and is shown as operating within a single-state footprint. Industry affiliations include relationships with a broker‑dealer and an insurance company. Ownership is described as a domestic entity and individual combination.

Investments & Alternatives

Location & Offices