Dock Street Asset Management Inc.

Dock Street Asset Management Inc. (CRD# 111163) is a financial advisory firm headquartered in Scarsdale, NY. They manage $380,991,345 in 200 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $1,904,957
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
Evan R. McGoff
CRD#: 5917091
2 Spencer Place, Suite 6, Scarsdale, NY 10583
93
Wealthminder
score

Evan McGoff (CRD# 5917091) is an Investment Advisor Representative working at Dock Street Asset Management Inc. in Scarsdale, NY and has over 6 years of experience in the finance industry.

2
Daniel A. Ogden
CRD#: 1566916
2 Spencer Place, Suite 6, Scarsdale, NY 10583
93
Wealthminder
score

Daniel Ogden (CRD# 1566916) is an Investment Advisor Representative working at Dock Street Asset Management Inc. in Scarsdale, NY and has over 29 years of experience in the finance industry.

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