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Home > Retirement Planners > new jersey > princeton > DUMONT & BLAKE INVESTMENT ADVISORS LLC
DUMONT & BLAKE INVESTMENT ADVISORS LLC
731 Alexander Road
Suite 301
Princeton, New Jersey 08540
Tel: 609-514-1899
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 Status | Approved |
|---|---|
| Firm CRD# | 109318 |
| SEC# | 801-56824 |
| Assets Managed by Firm | $490,004,264 |
| No. of Clients | 896 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 896 | $490,004,264 |
| Individuals (other than high net worth individuals) | 234 | $74,627,853 |
| High net worth individuals | 189 | $401,499,110 |
| Charitable organizations | 8 | $10,150,865 |
| Corporations or other businesses | 5 | $3,726,436 |
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