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Susan Elizabeth Ogden

DOCK STREET ASSET MANAGEMENT INC·PALM BEACH, Florida
Unclaimed Profile
2875 SOUTH OCEAN BLVD, PALM BEACH, FL 33480CRD# 7349400Firm CRD# 111163
01

About

Susan Elizabeth Ogden is a registered financial advisor based in PALM BEACH, Florida, affiliated with DOCK STREET ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
DOCK STREET ASSET MANAGEMENT INC
DOCK STREET ASSET MANAGEMENT INC
AUM
$733M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DOCK STREET ASSET MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7349400
Firm CRD# 111163
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Susan Elizabeth Ogden offer?
Susan Elizabeth Ogden specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PALM BEACH, Florida for a consultation.
What are Susan Elizabeth Ogden's credentials?
Susan Elizabeth Ogden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Elizabeth Ogden located?
Susan Elizabeth Ogden is based in PALM BEACH, Florida, working with DOCK STREET ASSET MANAGEMENT INC. Their office serves clients in the PALM BEACH metropolitan area and surrounding communities.
How does Susan Elizabeth Ogden charge for services?
Susan Elizabeth Ogden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOCK STREET ASSET MANAGEMENT INC?
DOCK STREET ASSET MANAGEMENT INC has approximately 6 employees and manages $733M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PALM BEACH
Angel Sandstrom — MLV WEALTH LLCPatrice Mcnicoll — MLV WEALTH LLCHelena Martinez Cornell — BLUEGRASS CAPITAL PARTNERS LPScott A Sandstrom — MLV WEALTH LLCGregory Richard Greene — DUDLEY & SHANLEY, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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