Dushane Management, Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Cash & Cash Equivalents33%
- US Government Bonds9%
Contacts
1 of 1Mark Dushane
Associate Financial PlannerCRD 1942537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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