| Name | Title | Ownership | Since |
|---|---|---|---|
| Guy William Dowdy Control | Chief Compliance Officer | Under 5% | 2020 |
| The Marino Group, Inc. Control | Privately Owned Company | Over 75% | 2020 |
| Jocelyne A Marino Control | Co-Owner | 50-75% | 2020 |
Dovetail Financial Group LLC reports $258.5 million in regulatory assets under management on its Form ADV.
Dovetail Financial Group LLC reports 5 employees.
Dovetail Financial Group LLC is based in Wilmington, NC and has been SEC-registered since 2020.
Dovetail Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 210-4 Avondale Ave, Wilmington, NC 28403-7059 |
| Phone | 910-395-1991 |
| Fax | 866-713-0689 |
| Office hours | 9 a.m. - 4:30 p.m. Et |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $255.2M |
| Non-discretionary | $3.3M |
| Total (RAUM) | $258.5M |