Dumont & Blake Investment Advisors LLC
● SEC registered since 1999CRD 109318SEC# 801-56824Princeton, NJ
Reg. AUM
$562.3M
Employees
8
Accounts
858
Location
Princeton, NJ
Dumont & Blake Investment Advisors LLC assets under management
Dumont & Blake Investment Advisors LLC operates as an SEC-registered investment adviser based in Princeton, NJ. The firm has been registered since 1999. It reports $562.3 million in regulatory assets under management and employs 8 people.
Dumont & Blake Investment Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Morley Goldberg Control | President/ Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Dumont & Blake Investment Advisors LLC manage?
Dumont & Blake Investment Advisors LLC reports $562.3 million in regulatory assets under management on its Form ADV.
How many employees does Dumont & Blake Investment Advisors LLC have?
Dumont & Blake Investment Advisors LLC reports 8 employees.
Where is Dumont & Blake Investment Advisors LLC located?
Dumont & Blake Investment Advisors LLC is based in Princeton, NJ and has been SEC-registered since 1999.
Does Dumont & Blake Investment Advisors LLC disclose fund performance?
Dumont & Blake Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 731 Alexander Road, Suite 301, Princeton, NJ 08540 |
| Phone | 609-514-1899 |
| Fax | 609-514-4222 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$562.3M▲ 4%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$562.3Mregulatory AUM
Discretionary $544.2MNon-discretionary $18.1M