DOCK STREET ASSET MANAGEMENT INC

PALM BEACH, Florida·4 registered advisors·CRD# 111163

SEC# 801-435472203-532-9470

01

Firm Overview

AUM

$733M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at DOCK STREET ASSET MANAGEMENT INC

4 registered advisors

Daniel Albert Ogden

PALM BEACH, Florida

Evan Richard Mcgoff

WEST PALM BEACH, Florida

Spencer J Ogden

PALM BEACH, Florida

Susan Elizabeth Ogden

PALM BEACH, Florida

05

Office Locations

PALM BEACH, Florida

WEST PALM BEACH, Florida

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Data sourced from SEC Form ADV filings. DOCK STREET ASSET MANAGEMENT INC (CRD# 111163) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.