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DOHENY ASSET MANAGEMENT, L.L.C.

LOS ANGELES, CA · CRD 106434 · IAPD ↗ · dohenyasset.com · 213-802-7806

$185.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
March 2024 — DOHENY ASSET MANAGEMENT, L.L.C. reported RAUM up 35% ($107.3M -> $145.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.