DOCK STREET ASSET MANAGEMENT INC
Palm Beach, FL
AUM
$1.11B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
203-532-9470
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, PALM BEACH
7 advisers found
DUDLEY & SHANLEY, INC.
Palm Beach, FL
AUM
$746.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-855-4742
HUDSON VALUE PARTNERS, LLC
Palm Beach, FL
AUM
$678.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
646-343-9772
HARVEY CAPITAL MANAGEMENT INC
Palm Beach, FL
AUM
$579.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-804-9181
BASSAM WEALTH MANAGEMENT, LLC
Palm Beach, FL
AUM
$241.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(561) 494-6391
KLOCKE CAPITAL GROUP, LLC
Palm Beach, FL
AUM
$98.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(877) 991-7161
CYPRESS CAPITAL GROUP
Palm Beach, FL
AUM
$63.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
561-659-5889
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