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Building 2DOCK STREET ASSET MANAGEMENT INC

Map pinPALM BEACH, FL
Phone203-532-9470
NotebookSEC #801-43547
Total AUM
$1.1B
Employees
6
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2875 SOUTH OCEAN BLVD
SUITE 200-46
PALM BEACH
FL 33480
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
203-532-9470
Other Offices
2

ReceiptFinancials

Total AUM
$1.1B
Accounts
437
Discretionary
$1.1B
Accounts
435
Non-Discretionary
$27.3M
Accounts
2

ContactClients

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Individual Clients
87
AUM
$236M
HNW Individual Clients
90
AUM
$848.7M
Charitable Organization Clients
1
AUM
$25.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMANENHNJNYRITXVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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