DUMONT & BLAKE Overview

Dumont & Blake Investment Advisors Llc is an investment advisor that manages 299.2 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/04 to 09/30/16. The fund's latest filing disclosed 201MM in positions, representing 67% of the manager's regulatory AUM.

DUMONT & BLAKE StockAlpha

-1.4%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DUMONT & BLAKE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 6.77% ETF 4.72% 0% 0 29%
DVY 3.73% ETF 4.81% 0.03% 0 6%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

DUMONT & BLAKE Founders and Key Employees

Name Title In Position Since
Morley Goldberg President/ Chief Compliance Officer August-1999

DUMONT & BLAKE Brokers, Custodians, Auditors and Administrators

Type Company

DUMONT & BLAKE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies

METHODS OF ANALYSIS

Security analysis methods include fundamental, valuation, and technical analysis.

The main sources of information include Zacks Investment Research, financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.

Other sources of information that DBIA may use include government reports, consultations with industry experts, employment of outside consultants and continual consultation with the management of various mutual funds.

INVESTMENT STRATEGIES

DBIA employs several investment strategies to manage client portfolios. Through its investment advisory ser...
Get the Full Report

DUMONT & BLAKE Portfolio Concentration

DUMONT & BLAKE Location

731 ALEXANDER ROAD
SUITE 301
PRINCETON, New Jersey
UNITED STATES, 08540

DUMONT & BLAKE Contact Information

Phone Number: 609-514-1899
Fax Number: 609-514-4222
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B