84
55
Growth Score 84 in past quarter
0 pts
Heat Score 55 in past quarter
4 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Dougherty provides investment management, estate planning, and fiduciary services.
- Todd Witcraft: CEO
About the Company
Dougherty offers small company personal service combined with large company capabilities. They collaborate with other advisors or planners to ensure that the end result serves your family's best interests. Their services include goal-based planning, investment management, estate planning, trust services, and comprehensive family services.