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DUMONT & BLAKE INVESTMENT ADVISORS LLC

731 Alexander Road
Suite 301
Princeton, New Jersey 08540
Tel: 609-514-1899

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About DUMONT & BLAKE INVESTMENT ADVISORS LLC

DUMONT & BLAKE INVESTMENT ADVISORS LLC, formally registered with the SEC as DUMONT & BLAKE INVESTMENT ADVISORS LLC. The firm was established in 09/03/1999. They have over 1 offices throughout the country.

DUMONT & BLAKE INVESTMENT ADVISORS LLC is a Princeton, New Jersey based Financial Planning firm with nearly $490,004,264 assets under management, offering retirement planning & investment advisory services to 896 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109318
SEC#801-56824
Assets Managed by Firm$490,004,264
No. of Clients896
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total896$490,004,264
Individuals (other than high net worth individuals)234$74,627,853
High net worth individuals189$401,499,110
Charitable organizations8$10,150,865
Corporations or other businesses5$3,726,436

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