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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on April 15, 2017
    • $275.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 819
      Accounts
    • $336.9M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Kevin Darnell Johnson
November 2003
Dana Morton Emery
March 1992

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Dodge & Cox Worldwide Investments -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Dana Morton Emery Ceo, President, Director Of Fixed Income, Director, & Shareholder January, 2001 5% to 10%
      Charles Bryan Cameron Director Of Research, Svp, & Shareholder January, 2007 5% to 10%
      Diana Shames Strandberg Director, Svp, Director Of International Equity, & Shareholder May, 2011 5% to 10%
      Thomas Sullivan Dugan Director, Svp, Associate Director Of Fixed Income, & Shareholder May, 2011 5% to 10%
      Charles Frederick Pohl Chairman, Cio, Director, & Shareholder January, 2003 5% to 10%
      David Clinton Hoeft Director, Svp, Associate Director Of Research, & Shareholder May, 2011 5% to 10%
      Katherine Marie Primas Chief Compliance Officer, Vp, & Shareholder November, 2008 less than 5%
      John Michael Loll Treasurer, Vp, & Shareholder January, 2000 less than 5%
      Roberta Rumiewaiyee Kameda General Counsel, Vp, Assistant Secretary, & Shareholder June, 2011 less than 5%
      Roger George Kuo Director, Svp, & Shareholder January, 2016 less than 5%
      Thomas Martin Mistele Evp, Senior Counsel, Secretary, Director, & Shareholder August, 1996 less than 5%
      William Wilton Strickland Chief Operating Officer January, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets