DeDora Capital is an investment advisor in Napa with $405.58 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473767126
SEC advisor number
801-96227
FINRA CRD number
177523
AUM ?
$424.71 mm
(as of 20 Feb 24)
Accounts
1,260
(as of 20 Feb 24)
Employees
11
(4 investment advisory or research)
Address
DeDora Capital
1600 MAIN STREET
NAPA
CA 94559
1600 MAIN STREET
NAPA
CA 94559
Phone
(707) 253-0681
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Jul 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22