Assets Under Management
$540.8M
Number of Clients
450
Number of Advisors
3
Average Client AUM
$1.2M
AUM per Advisor
$180.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Dumont & Blake Investment Advisers, LLC is a registered investment adviser. The firm's personnel include Morley Goldberg, R. Dawson Smith, III, Adam Goldberg, and Marc A. Luciani, each with extensive experience in investment management and financial services.
This brochure supplement provides information about the advisory personnel of Dumont & Blake. It does not contain fee information.
731 Alexander Road, Suite 301, Princeton, NJ, 08540