Dm Hess Investments, Inc. is a large advisory firm based in Dumont. It manages $105 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2012.
Dm Hess Investments provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dm Hess Investments, Inc. is $105 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dm Hess Investments, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Dm Hess Investments, Inc. performs its advisory services is located at 137 Lafayette Ave., Dumont, NJ 07628 The mailing address of the firm is 620 Santa Rosa Avenue, Berkeley, CA 94707. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 510-559-3523 or by fax 510-559-3523. The normal business hours are 8:00-5:00 on Monday - Friday.