DUMONT & BLAKE INVESTMENT ADVISORS LLC
CRD #109318 SEC #801-56824 PRINCETON, NJ 609-514-1899
SEC Registered
Total AUM
$540.8M
Discretionary
$525.7M
Employees
8
Clients
0
Accounts
868
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $540.8M | $525.7M | $15.1M | 8 | 0 |
| Jun 2024 | $490M | $475M | $15M | 8 | 0 |
| Apr 2024 | $490M | $475M | $15M | 8 | 0 |
| Mar 2024 | $490M | $475M | $15M | 8 | 0 |
| Mar 2023 | $449.1M | $438.8M | $10.3M | 8 | 0 |
| Mar 2023 | $449.1M | $438.8M | $10.3M | 8 | 0 |
| Nov 2022 | $504.2M | $494.5M | $9.7M | 8 | 0 |
| Mar 2022 | $504.2M | $494.5M | $9.7M | 8 | 0 |
| Mar 2021 | $425.7M | $417.9M | $7.8M | 8 | 0 |
| Jun 2020 | $382M | $378.1M | $3.9M | 7 | 0 |
| Mar 2020 | $382M | $378.1M | $3.9M | 7 | 0 |
| Mar 2019 | $340.9M | $337M | $3.9M | 7 | 0 |
| Mar 2018 | $334.6M | $331.2M | $3.4M | 8 | 0 |
| Mar 2017 | $309.2M | $305.3M | $3.9M | 8 | 300 |
| Mar 2016 | $296.2M | $292.1M | $4.2M | 8 | 300 |
| Mar 2015 | $299.2M | $289.8M | $9.4M | 8 | 300 |
| Mar 2014 | $295.7M | $286.8M | $8.8M | 8 | 400 |
| Mar 2013 | $284.8M | $277.6M | $7.1M | 9 | 400 |
| Mar 2012 | $252.9M | $245.1M | $7.7M | 6 | 400 |
| Mar 2011 | $310.5M | $302M | $8.6M | 10 | -- |
| Mar 2009 | $287.2M | $278.2M | $8.9M | 10 | -- |
| Mar 2007 | $335M | $325.8M | $9.2M | 10 | -- |
| Mar 2006 | $288.6M | $282.6M | $6M | 10 | -- |
| Mar 2004 | $200.7M | $200.7M | $0 | 10 | -- |
| Mar 2002 | $115.9M | $115.9M | $0 | 5 | -- |
| Aug 2001 | $107M | $107M | $0 | 5 | -- |
DateApr 2025
Total AUM$540.8M
Discretionary$525.7M
Non-Disc.$15.1M
Employees8
Clients0
DateJun 2024
Total AUM$490M
Discretionary$475M
Non-Disc.$15M
Employees8
Clients0
DateApr 2024
Total AUM$490M
Discretionary$475M
Non-Disc.$15M
Employees8
Clients0
DateMar 2024
Total AUM$490M
Discretionary$475M
Non-Disc.$15M
Employees8
Clients0
DateMar 2023
Total AUM$449.1M
Discretionary$438.8M
Non-Disc.$10.3M
Employees8
Clients0
DateMar 2023
Total AUM$449.1M
Discretionary$438.8M
Non-Disc.$10.3M
Employees8
Clients0
DateNov 2022
Total AUM$504.2M
Discretionary$494.5M
Non-Disc.$9.7M
Employees8
Clients0
DateMar 2022
Total AUM$504.2M
Discretionary$494.5M
Non-Disc.$9.7M
Employees8
Clients0
DateMar 2021
Total AUM$425.7M
Discretionary$417.9M
Non-Disc.$7.8M
Employees8
Clients0
DateJun 2020
Total AUM$382M
Discretionary$378.1M
Non-Disc.$3.9M
Employees7
Clients0
DateMar 2020
Total AUM$382M
Discretionary$378.1M
Non-Disc.$3.9M
Employees7
Clients0
DateMar 2019
Total AUM$340.9M
Discretionary$337M
Non-Disc.$3.9M
Employees7
Clients0
DateMar 2018
Total AUM$334.6M
Discretionary$331.2M
Non-Disc.$3.4M
Employees8
Clients0
DateMar 2017
Total AUM$309.2M
Discretionary$305.3M
Non-Disc.$3.9M
Employees8
Clients300
DateMar 2016
Total AUM$296.2M
Discretionary$292.1M
Non-Disc.$4.2M
Employees8
Clients300
DateMar 2015
Total AUM$299.2M
Discretionary$289.8M
Non-Disc.$9.4M
Employees8
Clients300
DateMar 2014
Total AUM$295.7M
Discretionary$286.8M
Non-Disc.$8.8M
Employees8
Clients400
DateMar 2013
Total AUM$284.8M
Discretionary$277.6M
Non-Disc.$7.1M
Employees9
Clients400
DateMar 2012
Total AUM$252.9M
Discretionary$245.1M
Non-Disc.$7.7M
Employees6
Clients400
DateMar 2011
Total AUM$310.5M
Discretionary$302M
Non-Disc.$8.6M
Employees10
Clients--
DateMar 2009
Total AUM$287.2M
Discretionary$278.2M
Non-Disc.$8.9M
Employees10
Clients--
DateMar 2007
Total AUM$335M
Discretionary$325.8M
Non-Disc.$9.2M
Employees10
Clients--
DateMar 2006
Total AUM$288.6M
Discretionary$282.6M
Non-Disc.$6M
Employees10
Clients--
DateMar 2004
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees5
Clients--