Dougall & Associates Inc.
Firm details
- Headquarters
- Saint John, Indiana
- CRD number
- 42324
- Registered since
- March 25, 1997
- Website
- www.dougallassociates.com
Firm profile
FINTRXOverview
Dougall & Associates Inc. is a corporation that has been SEC-registered since 1997 and is owned by an individual. FINTRX classifies the firm as unclassified and its profile indicates it does not act as a capital allocator. The available filings do not describe its advisory activities, target client segments, fee structure, or core business lines, so public-facing information about how the firm positions its services or investment approach is limited. The firm is marked as not active on ESG matters and is not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Those attributes, together with the sparse disclosures about services and strategies, suggest limited public activity or reporting detail in the database.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Chad Bluett
Chief Compliance OfficerCRD 5513492
Contacts
2 of 2Howard Schlacks
Equity TraderCRD 2395628
Jacqueline Sloan Nowak
FinOpCRD 2717305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint John, IN
Lake
Location
Saint John, IN
Headquartered in Saint John, IN, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 8883 Winding Trl
- Time zone
- ET (UTC-5)
- Office locations
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