Dawson James Asset Management, Inc.

Dawson James Asset Management, Inc. (CRD# 135259) is a financial advisory firm headquartered in Boca Raton, FL. They manage $28,767,809 in 170 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $169,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MD, NY, TX

Financial Advisors at Dawson James Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Evan J. Deletis
CRD#: 1783736
780 Third Avenue, 31st Floor, New York, NY 10017
93
Wealthminder
score

Evan Deletis (CRD# 1783736) is an Investment Advisor Representative working at Dawson James Asset Management, Inc. in New York, NY and has over 28 years of experience in the finance industry.

2
Cary E. Meth
CRD#: 1304688
One City Center, 1 North Federal Highway, 5th Floor, Boca Raton, FL 33432
93
Wealthminder
score

Cary Meth (CRD# 1304688) is an Investment Advisor Representative working at Dawson James Asset Management, Inc. in Boca Raton, FL and has over 32 years of experience in the finance industry.

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