Dhody Investment Group
Dhody Investment Group is an SEC-registered wealth manager in Miami Beach, FL with $341.4M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Dhody Investment Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318610, SEC 801-123591, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $341.4M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Miami Beach, FL
- Employees
- 4
- Clients
- 22
- CRD
- 318610
- Ownership
- BLUE INVESTMENT GROUP, LLC; DHODY, SANJAN, [NO MIDDLE NAME]; DHODY, SANJAN; BLUE INVESTMENT PARTNERS, LLC; FINEMAN, CHERYL, BETH
How much AUM does Dhody Investment Group have?
Dhody Investment Group reported $341.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Dhody Investment Group?
Disclosed owners and executives of Dhody Investment Group include BLUE INVESTMENT GROUP, LLC, DHODY, SANJAN, [NO MIDDLE NAME], DHODY, SANJAN, BLUE INVESTMENT PARTNERS, LLC, FINEMAN, CHERYL, BETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.