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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Dumont & Blake Investment Advisors LLC
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| CRD # | 109318 |
| SEC # | 801-56824 |
| CIK # | 0001287618 |
| AUM | $540.8 M (2025-04-01) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 609-514-1899 |
| Address | 731 Alexander Road Princeton, NJ 08540 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.8 | ||
| Apple Inc | 14.3 | ||
| Amazon Com Inc | 5.4 | ||
| J P Morgan Chase & Co | 4.5 | ||
| Wal Mart Stores Inc | 4.4 | ||
| Alphabet Inc | 4.1 | ||
| BlackRock Inc | 3.8 | ||
| Alphabet Inc | 3.4 | ||
| Facebook Inc | 3.2 | ||
| Iron Mountain Inc | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 74.2 |
| (b) Individuals (high net worth individuals) | 212 | 451.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 10.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 868 | 540.8 |
| By Discretionary | ||
| Discretionary | 811 | 525.7 |
| Non-Discretionary | 57 | 15.1 |
| Total | 868 | 540.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 540.8 | |
| Total | 868 | 540.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001287618] |
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|---|---|---|
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IL | 0.5 |
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CA | 0.5 |
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Meridian Investment Counsel Inc
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0.5 | |
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Ariadne Wealth Management LP
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CA | 0.5 |
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HZ Investments Inc
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MD | 0.5 |