Fred L. Dowd Company (Casper)

Name: Fred L. Dowd Company
Address: 104 South Wolcott, Suite 740, Casper, WY, 82601
Telephone: 307-234-2169

Fred L. Dowd Company is a large advisory firm based in Casper. It manages $101.72 million of regulatory assets for 1,039 client accounts. It has been registered with the SEC as an adviser since 2005.

Fred L. Dowd Company provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fred L. Dowd Company: assets under management

The assets under management (AUM) of Fred L. Dowd Company is $101.72 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $83.59 million in discretionary accounts and $18.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $154.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.42 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fred L. Dowd Company for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fred L. Dowd Company

Fred L. Dowd Company is owned by Frederick Leroy Dowd. David Henry Hansen joined the executive team most recently as the Cheif Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Yellowstone Partners Llc	Owner	1 Jun 1976	75% - 100%	104993
Frederick Leroy Dowd	Owner	1 Jan 1996	75% - 100%	1325653
David Henry Hansen	Cheif compliance officer	1 Aug 2004	Other	2484501

Based in Casper

The principal office where Fred L. Dowd Company performs its advisory services is located at 104 South Wolcott, Suite 740, Casper, WY 82601, which is also the mailing address of the firm. An additional office of the firm is in Idaho Falls, ID. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-234-2169 or by fax 307-234-3557. The normal business hours are 7:oo a.m.- 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at fldowd.com.