Dumont Blake Investment Advisors

  • Financial Services
  • Princeton NJ
  • 4 employees
  • Financial Services
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Company Overview

Headquarters
Princeton NJ
Website
dumontandblake.com
Employees
4
Founded in
1999
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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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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FAQ

What is the location of Dumont Blake Investment Advisors's headquarters?
The headquarters of Dumont Blake Investment Advisors are situated at Princeton NJ
What is Dumont Blake Investment Advisors's official website?
The official website of Dumont Blake Investment Advisors can be found at dumontandblake.com.
What is Dumont Blake Investment Advisors's current revenue?
As of May 2019, Dumont Blake Investment Advisors's annual revenue reached $3B.
How many employees does Dumont Blake Investment Advisors currently have?
Dumont Blake Investment Advisors employs approximately 4+ people as of May 2019
Which industries is Dumont Blake Investment Advisors primarily operating in?
Dumont Blake Investment Advisors operates in the following industries: Finance, Credit
When was Dumont Blake Investment Advisors founded?
Dumont Blake Investment Advisors was founded in 1999.

Employee Directory

Key Employees

Stacy Goldstein

Vice President

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