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DUMONT & BLAKE INVESTMENT ADVISORS LLC
CRD 109318 · SEC 801-56824
731 ALEXANDER ROAD, SUITE 301, PRINCETON, NJ, 08540, United States
Phone
609-514-1899
Fax
609-514-4222
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$562.3M
Discretionary AUM
$544.2M
Team
8 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $85.3M |
| High net worth individuals | 205 | $463.4M |
| Charitable organizations | 7 | $9.2M |
| Corporations/business entities | 4 | $4.4M |
States served
CA, CO, DE, IL, LA, MA, NJ, NY, NC, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD