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DUMONT WEALTH
NEW YORK, NY
917-310-3442
SEC #801-112419Total AUM
$6.1M
Employees
1Clients
17Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 ROCKEFELLER PLAZA
11TH FLOOR
NEW YORK
NY 10020
United States
11TH FLOOR
NEW YORK
NY 10020
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
917-310-3442
Other Offices
1
Financials
Total AUM
$6.1M
Accounts
24Discretionary
$6.1M
Accounts
24Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
8AUM
$1.9M
HNW Individual Clients
3AUM
$2.2M
Investment Company Clients
5AUM
$1.6M
Business Development Company Clients
1AUM
$384.6K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SELECTION OF OTHER ADVISOR FEES
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.