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Dumont & Blake Investment Advisors LLC
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Princeton, New Jersey
$382.0 million AUM
1 office

Dumont & Blake Investment Advisors LLC is based in Princeton, New Jersey and has $382.0 million in assets under management.

Location
731 Alexander Road
Suite 301
Princeton, NJ 08540
$382.0 million
AUM
7
Employees
AUM Share
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$381,977,134
Assets under management
789 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 202 $64,376,912 17% $318,698
High net worth individuals 136 $307,265,921 80% $2,259,308
Charitable organizations 3 $1,199,739 0% $399,913
Other corporations or businesses 8 $9,134,562 2% $1,141,820
Employees Share
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7
Employees
3
Investment analysts
43% of total employees
AUM per employee Share
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$381,977,134
Assets under management
$54,568,162
AUM per employee
$127,325,711
AUM per investment analyst
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Compensation

Dumont & Blake Investment Advisors LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Dumont & Blake Investment Advisors LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 109,318
SEC number 801-56824
Legal structure Limited Liability Company
Legal governance New Jersey, United States
Latest ADV filing date March 12, 2020

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