Ask Dolly - Investment Advisers

About Ask Dolly

Ask Dolly, LLC is an investment adviser headquartered in Denver, Colorado, and its registry record lists three employees. It is one of the investment advisers in Colorado covered in this directory, which also includes firms across the country listed in the Directory of US Investment Advisers. The firm offers a digital app under the Ask Dolly name. Its public materials describe tools for viewing account balances and tracking spending in one place, a portfolio framework built around a user's goals, and plain-language explanations of economic developments such as interest rate decisions and inflation. Users can get quick answers within the app, and access to human Certified Financial Planners is described as an option for more detailed strategy. The product is built by Your Rich BFF, the online personal finance brand of Vivian, who created it to make financial guidance accessible to people earlier in their financial lives, including those living paycheck to paycheck. The firm presents the service as combining its personal insights with credentialed planners.

Key Facts

Employees

3

SEC File Number

801-134446