2875 South Ocean Blvd
Suite 200-46
Palm Beach, Florida 33480
Tel: 203-532-9470
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 111163 |
SEC# | 801-43547 |
Assets Managed by Firm | $514,638,875 |
No. of Clients | 330 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 330 | $514,638,875 |
Individuals (other than high net worth individuals) | 54 | $64,145,203 |
High net worth individuals | 67 | $448,957,241 |
Charitable organizations | 2 | $1,536,431 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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