DOCK STREET ASSET MANAGEMENT INC

2875 South Ocean Blvd
Suite 200-46
Palm Beach, Florida 33480
Tel: 203-532-9470

About DOCK STREET ASSET MANAGEMENT INC

DOCK STREET ASSET MANAGEMENT INC, formally registered with the SEC as DOCK STREET ASSET MANAGEMENT INC. The firm was established in 03/19/1993. They have over 3 offices throughout the country.

DOCK STREET ASSET MANAGEMENT INC is a Palm Beach, Florida based Financial Planning firm with nearly $732,926,846 assets under management, offering retirement planning & investment advisory services to 355 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111163
SEC#	801-43547
Assets Managed by Firm	$732,926,846
No. of Clients	355
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	355	$732,926,846
Individuals (other than high net worth individuals)	59	$103,069,128
High net worth individuals	70	$627,141,807
Charitable organizations	2	$2,715,911

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