Dock Street Asset Management

EST. AUM
$1,110,121,633

CONTACTS
5

CLIENT ACCOUNTS
437

Firm Details

Metro area West Palm Beach
CRD Number 111163
Website dockstreet.com
Client types

Overview

Dock Street Asset Management Inc. is a fee-only, fiduciary registered investment adviser based in Palm Beach, Florida, that was founded in 1989 and is a Connecticut-organized corporation wholly owned by Daniel A. Ogden. The firm focuses on personalized discretionary portfolio management for high-net-worth individuals and families, offering investment services in equities, fixed income, ETFs and options under a one-flat fee structure. As of its most recent filings, the firm manages approximately US$900 million in assets under management across about 160 clients, with an average account size of roughly US$5.6 million. The firm emphasizes a focused investment strategy of studying a limited number of high-quality businesses, maintaining direct access between clients and decision-makers, and avoiding financial conflicts of interest through its independent structure.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dock Street Asset Management

Platform Details

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