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DSM CAPITAL PARTNERS
7111 Fairway Drive, Suite 350
Palm Beach Gardens, Florida 33418
Tel: 561-618-4000
About DSM CAPITAL PARTNERS
DSM CAPITAL PARTNERS, formally registered with the SEC as DSM CAPITAL PARTNERS. The firm was established in 08/13/2001. They have over 2 offices throughout the country.
DSM CAPITAL PARTNERS is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $7,149,640,000 assets under management, offering retirement planning & investment advisory services to 2189 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113609 |
| SEC# | 801-60423 |
| Assets Managed by Firm | $7,149,640,000 |
| No. of Clients | 2189 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2189 | $7,149,640,000 |
| Individuals (other than high net worth individuals) | 813 | $552,650,000 |
| High net worth individuals | 384 | $1,023,800,000 |
| Pension and profit sharing plans | 6 | $194,200,000 |
| Charitable organizations | 22 | $346,760,000 |
| Corporations or other businesses | 24 | $318,490,000 |
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