Dartmouth Advisory Services,Inc. (Garden City)

Name: Dartmouth Advisory Services,Inc.
Address: 500 Old Country Road Suite 312, Garden City, NY, 11530 1944
Telephone: 516-873-7526

Dartmouth Advisory Services,Inc. is an adviser based in Garden City. It manages $9.68 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.

Dartmouth Advisory Services provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dartmouth Advisory Services: assets under management

The assets under management (AUM) of Dartmouth Advisory Services,Inc. is $9.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $176.07 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dartmouth Advisory Services,Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Garden City

The principal office where Dartmouth Advisory Services,Inc. performs its advisory services is located at 500 Old Country Road Suite 312, Garden City, NY 11530 1944, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-873-7526 or by fax 516-873-1030. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.dartmouthadvisory.com.

Dartmouth Advisory Services,Inc. (Garden City)

Dartmouth Advisory Services: assets under management

Fees & Commissions

Based in Garden City

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