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Building 2DUMONT & BLAKE INVESTMENT ADVISORS LLC

Map pinPRINCETON, NJ
Phone609-514-1899
NotebookSEC #801-56824
Total AUM
$562.3M
Employees
8
Clients
445

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
731 ALEXANDER ROAD
SUITE 301
PRINCETON
NJ 08540
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
609-514-1899

ReceiptFinancials

Total AUM
$562.3M
Accounts
858
Discretionary
$544.2M
Accounts
801
Non-Discretionary
$18.1M
Accounts
57

ContactClients

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Individual Clients
223
AUM
$85.3M
HNW Individual Clients
205
AUM
$463.4M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
7
AUM
$9.2M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
4
AUM
$4.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLILLAMANCNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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