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Evan Richard Mcgoff

DOCK STREET ASSET MANAGEMENT INC·WEST PALM BEACH, Florida
Series 65Clean record15 years registeredDOCK STREET ASSET MANAGEMENT INC
777 SOUTH FLAGLER DRIVE, WEST PALM BEACH, FL 33401CRD# 5917091Firm CRD# 111163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Evan Richard Mcgoff · WEST PALM BEACH, FL
Registration
CRD #5917091 · DOCK STREET ASSET MANAGEMENT INC · 15 years registered
Brand Profile
Not yet started
01

Career History

DOCK STREET ASSET MANAGEMENT INC
Jul 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 18, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DOCK STREET ASSET MANAGEMENT INC
CRD 111163 · SEC 801-43547
AUM
$733M
Regulatory assets under management
Employees
6
355 client accounts
Services offered by DOCK STREET ASSET MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at DOCK STREET ASSET MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Evan Richard Mcgoff offer?
Evan Richard Mcgoff specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Evan Richard Mcgoff's credentials?
Evan Richard Mcgoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Evan Richard Mcgoff located?
Evan Richard Mcgoff is based in WEST PALM BEACH, Florida, working with DOCK STREET ASSET MANAGEMENT INC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Evan Richard Mcgoff charge for services?
Evan Richard Mcgoff'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 at DOCK STREET ASSET MANAGEMENT INC

Daniel Albert Ogden
PALM BEACH, FL
Spencer J Ogden
PALM BEACH, FL

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Research
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