Dumont & Blake Investment Advisors LLC
Dumont & Blake Investment Advisors LLC is an SEC-registered wealth manager in Princeton, NJ with $562.3M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Dumont & Blake Investment Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109318, SEC 801-56824, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $562.3M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Princeton, NJ
- Employees
- 8
- Clients
- 439
- CRD
- 109318
- Ownership
- GOLDBERG, MORLEY; LUTCHER, FREDERICK, PORTER; DUMONT & BLAKE INVESTMENT ADVISORS LLC
How much AUM does Dumont & Blake Investment Advisors LLC have?
Dumont & Blake Investment Advisors LLC reported $562.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Dumont & Blake Investment Advisors LLC?
Disclosed owners and executives of Dumont & Blake Investment Advisors LLC include GOLDBERG, MORLEY, LUTCHER, FREDERICK, PORTER, DUMONT & BLAKE INVESTMENT ADVISORS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.