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DOCK STREET ASSET MANAGEMENT INC
CRD 111163 · SEC 801-43547
2875 SOUTH OCEAN BLVD, SUITE 200-46, PALM BEACH, FL, 33480, United States
Phone
203-532-9470
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.11B
Discretionary AUM
$1.08B
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $236.0M |
| High net worth individuals | 90 | $848.7M |
| Charitable organizations | 1 | $25.4M |
States served
VT, CA, CO, MA, NE, NJ, NY, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD