Dock Street Asset Management Inc.

Dock Street Asset Management Inc. (CRD# 111163) is a financial advisory firm headquartered in Palm Beach, FL. They manage $732,926,846 in 355 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
2875 South Ocean Blvd, Suite 200-46, Palm Beach, FL 33480
https://dockstreet.com/
By the Numbers
  • Total Assets Under Management
    733
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $2,064,583
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
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NJ, NY, RI, TX, VT

Financial Advisors at Dock Street Asset Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Evan McGoff, financial advisor Palm Beach FL
Evan R. McGoff
CRD#: 5917091
2875 South Ocean Blvd, Suite 200-46, Palm Beach, FL 33480

Evan McGoff (CRD# 5917091) is an Investment Advisor Representative working at Dock Street Asset Management Inc. in Palm Beach, FL and has over 12 years of experience in the finance industry.

2
Daniel Ogden, financial advisor Palm Beach FL
Daniel A. Ogden
CRD#: 1566916
2875 South Ocean Blvd, Suite 200-46, Palm Beach, FL 33480

Daniel Ogden (CRD# 1566916) is an Investment Advisor Representative working at Dock Street Asset Management Inc. in Palm Beach, FL and has over 35 years of experience in the finance industry.

3
Spencer Ogden, financial advisor Palm Beach FL
Spencer J. Ogden
CRD#: 4980134
2875 South Ocean Blvd, Suite 200-46, Palm Beach, FL 33480

Spencer Ogden (CRD# 4980134) is an Investment Advisor Representative working at Dock Street Asset Management Inc. in Palm Beach, FL and has 1 year of experience in the finance industry.

4
Richard Rankin, financial advisor Palm Beach FL
Richard S. Rankin
CRD#: 2110632
2875 South Ocean Blvd, Suite 200-46, Palm Beach, FL 33480

Richard Rankin (CRD# 2110632) is an Investment Advisor Representative working at Dock Street Asset Management Inc. in Palm Beach, FL and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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