AG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
450 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$540.8M
Fee Structure
This brochure supplement provides information about the advisory personnel of Dumont & Blake. It does not contain fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
731 Alexander Road, Suite 301, Princeton, NJ, 08540
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dumont & Blake Investment Advisors LLC
June 2014 - Present · 11 yrs 7 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.