DOCK STREET ASSET MANAGEMENT INC
SEC RegisteredBeyond Your Business
About the firm
Dock Street is an investment advisory firm specializing in investment management for home service business owners and multigenerational families, focusing on growing client assets through a fiduciary, conflict-free approach with personalized service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management for personal and trust accounts, trust management, wealth transfer, estate planning, and fiduciary client partnership with a focus on after-tax returns and generational wealth building.
Who they serve
Home service business owners and operators, and multigenerational families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 87 | $236M |
| High Net Worth Individuals | 90 | $849M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DOCK STREET ASSET MANAGEMENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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