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 an incorporated advisory firm that is SEC-registered (since 1997) and listed in FINTRX as owned by an individual. The data set provides limited detail on the firm’s business model: the firm is classified as "Unclassified," is not identified as a capital allocator, and is not flagged as an active ESG investor. FINTRX also indicates the firm is not a pension consultant, not a related adviser, and not newly formed. FINTRX does not supply descriptive material about the firm’s advisory services, investment approach, client segments, fee structure, or external affiliations. The available records therefore give only basic regulatory and structural attributes rather than a picture of investment philosophy or service offerings.
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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