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DOCK STREET ASSET MANAGEMENT INC

2875 South Ocean Blvd
Suite 200-46
Palm Beach, Florida 33480
Tel: 203-532-9470

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About DOCK STREET ASSET MANAGEMENT INC

DOCK STREET ASSET MANAGEMENT INC, formally registered with the SEC as DOCK STREET ASSET MANAGEMENT INC. The firm was established in 03/19/1993. They have over 3 offices throughout the country.

DOCK STREET ASSET MANAGEMENT INC is a Palm Beach, Florida based Financial Planning firm with nearly $514,638,875 assets under management, offering retirement planning & investment advisory services to 330 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111163
SEC#801-43547
Assets Managed by Firm$514,638,875
No. of Clients330
No. of Advisors6

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total330$514,638,875
Individuals (other than high net worth individuals)54$64,145,203
High net worth individuals67$448,957,241
Charitable organizations2$1,536,431

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