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Dumont & Blake Investment Advisors LLC

● SEC registered since 1999CRD 109318SEC# 801-56824Princeton, NJ
Export (members)
Reg. AUM
$540.8M
Employees
8
Accounts
868
Location
Princeton, NJ

Dumont & Blake Investment Advisors LLC assets under management

Dumont & Blake Investment Advisors LLC operates as an SEC-registered investment adviser based in Princeton, NJ. The firm has been registered since 1999. It reports $540.8 million in regulatory assets under management and employs 8 people.
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Dumont & Blake Investment Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Morley Goldberg ControlPresident/ Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Dumont & Blake Investment Advisors LLC manage?

Dumont & Blake Investment Advisors LLC reports $540.8 million in regulatory assets under management on its Form ADV.

How many employees does Dumont & Blake Investment Advisors LLC have?

Dumont & Blake Investment Advisors LLC reports 8 employees.

Where is Dumont & Blake Investment Advisors LLC located?

Dumont & Blake Investment Advisors LLC is based in Princeton, NJ and has been SEC-registered since 1999.

Does Dumont & Blake Investment Advisors LLC disclose fund performance?

Dumont & Blake Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address731 Alexander Road, Suite 301, Princeton, NJ 08540
Phone609-514-1899
Fax609-514-4222
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$525.7M
Non-discretionary$15.1M
Total (RAUM)$540.8M