Company Overview
- Headquarters
- Princeton NJ
- Website
- dumontandblake.com
- Employees
- 4
- Founded in
- 1999
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Dumont Blake Investment Advisors
Dumont & Blake Investment Advisors is a privately held financial advisory firm located in Princeton, New Jersey. With 5 to 9 employees, the company has established itself as a trusted partner for clients seeking personalized financial solutions. Dumont & Blake manages in excess of $275 million in client assets, leveraging decades of experience in the financial advisory industry. The firm specializes in creating custom-tailored investment portfolios comprised of stocks, bonds, and exchange-traded funds (ETFs). These portfolios are designed to preserve client wealth, facilitate asset growth, and ensure financial security during retirement. Dumont & Blake offers several distinct portfolio strategies, including a Core Equity Strategy, an ETF Strategy, an Enhanced Income Option Strategy, and a Tactical Allocation Strategy. These strategies cater to a diverse clientele, encompassing individuals, business owners, retirees, and various other financial entities. Dumont & Blake distinguishes itself through its fee-based compensation model, ensuring that their financial advice is unbiased and focused on the best interests of their clients. The firm emphasizes transparency and direct access to its management team, allowing clients to actively engage in their financial journey. Their commitment to long-lasting client relationships is underscored by a personalized approach that considers individual financial goals and life circumstances. For more information or to discuss your financial needs, please visit Dumont & Blake's website at dumontandblake.com.
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3M | 1 | Scottsdale, AZ | 2012 | |
3M | 6 | Dallas, TX | 2014 | |
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3M |