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David Edward Crowle

DOCK STREET CAPITAL MANAGEMENT LLC·WESTPORT, Connecticut
Unclaimed Profile
575-B RIVERSIDE AVENUE, WESTPORT, CT 06880CRD# 5566519Firm CRD# 157155
01

About

David Edward Crowle is a registered financial advisor based in WESTPORT, Connecticut, affiliated with DOCK STREET CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DOCK STREET CAPITAL MANAGEMENT LLC
DOCK STREET CAPITAL MANAGEMENT LLC
AUM
$2.4B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DOCK STREET CAPITAL MANAGEMENT LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5566519
Firm CRD# 157155
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Edward Crowle offer?
David Edward Crowle specializes in Retirement Planning. Contact their office in WESTPORT, Connecticut for a consultation.
What are David Edward Crowle's credentials?
David Edward Crowle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Edward Crowle located?
David Edward Crowle is based in WESTPORT, Connecticut, working with DOCK STREET CAPITAL MANAGEMENT LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does David Edward Crowle charge for services?
David Edward Crowle's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOCK STREET CAPITAL MANAGEMENT LLC?
DOCK STREET CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
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Research
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