DCM ADVISORS, LLC
Total AUM
$260.5M
Employees
11Clients
51Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
33 WHITEHALL STREET
11TH FLOOR
NEW YORK
NY 10004
United States
11TH FLOOR
NEW YORK
NY 10004
United States
Operating Hours
9 AM TO 5 PM EST
Monday - Friday
Monday - Friday
Phone
917-386-6260
Other Offices
3
Financials
Total AUM
$260.5M
Accounts
51Discretionary
$260.5M
Accounts
51Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
34AUM
$7.8M
HNW Individual Clients
8AUM
$17.2M
Investment Company Clients
1AUM
$122.6M
Pension/Profit Sharing Plan Clients
6AUM
$112M
Corporation or Business Clients
2AUM
$885.6K
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAFLMANJNYTX
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.