Dushane Management, Inc.

RIASEC Registered
Total AUM
$15.5M
Discretionary
$12.8M
82% of AUM
Avg account
$254K
Accounts
61
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
168673
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals42.81%
  • HNWI41.94%
  • Charitable Organizations15.17%
  • Corporations / Businesses0.08%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Dushane Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm advises both individual/family clients and institutional/business clients, charging fees based on a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, discretionary portfolio management for businesses or institutions, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Cash & Cash Equivalents 33%, US Government Bonds 9%58%
  • Exchange Traded Equities58%
  • Cash & Cash Equivalents33%
  • US Government Bonds9%

Contacts

1 of 1
  • Mark Dushane

    Associate Financial PlannerCRD 1942537

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth