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Evan Richard Mcgoff

DOCK STREET ASSET MANAGEMENT INC·WEST PALM BEACH, Florida
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777 SOUTH FLAGLER DRIVE, WEST PALM BEACH, FL 33401CRD# 5917091Firm CRD# 111163
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About

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

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

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

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5917091
Firm CRD# 111163
No disclosures on file
View on FINRA BrokerCheck →

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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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