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DOCK STREET ASSET MANAGEMENT INC
Investment Advice|PALM BEACH, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$905.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 903.1M |
| Non-Discretionary | 2.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 111163 |
| SEC Number | 801-43547 |
| Street Address | 2875 SOUTH OCEAN BLVD |
| Street Address 2 | SUITE 200-46 |
| Location | PALM BEACH, FL 33480 |
| Country | United States |
| Phone | 203-532-9470 |
| Fax | 203-517-0749 |
| Total Employees | 6 |
Client Count by Type (161 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 82 |
| Individuals (other than H… | 75 |
| Charitable Organizations | 4 |
County data not available for this organization.