DOCK STREET CAPITAL MANAGEMENT LLC

WESTPORT, Connecticut·7 registered advisors·CRD# 157155
SEC# 801-771922212-457-8258
01

Firm Overview

AUM
$2.4B
Regulatory assets under management
Employees
4
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Retirement Planning
04

Advisors at DOCK STREET CAPITAL MANAGEMENT LLC

7 registered advisors
Christopher Mark Lust
WESTPORT, Connecticut
David Edward Crowle
WESTPORT, Connecticut
Gloria Lin Holtman
WESTPORT, Connecticut
Jeffrey Neal Holtman
WESTPORT, Connecticut
John Daniel Frontero
WESTPORT, Connecticut
Patrick Gerard Kelly
WESTPORT, Connecticut
Tina Ann Crowle
WESTPORT, Connecticut
05

Office Locations

WESTPORT, Connecticut
7 advisors

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Data sourced from SEC Form ADV filings. DOCK STREET CAPITAL MANAGEMENT LLC (CRD# 157155) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.