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 03/31/23. The fund's latest filing disclosed 295MM in positions, representing 99% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/04 to 03/31/23. The fund's latest filing disclosed 295MM in positions, representing 99% of the manager's regulatory AUM.
DUMONT & BLAKE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DUMONT & BLAKE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 8.74% | ETF | 5.01% | 0% | 0 | 34% | ||
| RSP | 4.54% | ETF | 0.37% | -0.2% | 0 | 7% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
DUMONT & BLAKE Portfolio Concentration
DUMONT & BLAKE Location
731 ALEXANDER ROAD
SUITE 301
PRINCETON, New Jersey
UNITED STATES, 08540
SUITE 301
PRINCETON, New Jersey
UNITED STATES, 08540
DUMONT & BLAKE Contact Information
Phone Number: 609-514-1899
Fax Number: 609-514-4222
Website: http://www.dumontandblake.com
Fax Number: 609-514-4222
Website: http://www.dumontandblake.com
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