Dock Street Asset Management Inc.

Dock Street Asset Management Inc. (CRD# 111163) is a financial advisory firm headquartered in Greenwich, CT. They manage $372,330,000 in 219 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    372
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $1,700,137
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT, FL, MA, NJ, NY, OH, TX

Financial Advisors at Dock Street Asset Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel A. Ogden
CRD#: 1566916
263 Glenville Road, Greenwich, CT 06831
93
Wealthminder
score

Daniel Ogden (CRD# 1566916) is an Investment Advisor Representative working at Dock Street Asset Management Inc. in Greenwich, CT and has over 27 years of experience in the finance industry.

2
Evan R. McGoff
CRD#: 5917091
263 Glenville Road, Greenwich, CT 06831
90
Wealthminder
score

Evan McGoff (CRD# 5917091) is an Investment Advisor Representative working at Dock Street Asset Management Inc. in Greenwich, CT and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.