linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Evan Richard McGoff

Dock Street Asset Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Evan? Claim Your Profile

About Evan Richard McGoff

Evan McGoff is an investment advisor representative at Dock Street Asset Management Inc. Evan has been in the industry since June 2009. Evan is registered as an investment advisor representative in New Jersey and Texas. Evan holds the Series 65 license and specializes in providing portfolio management services for both individuals and businesses. Evan is a Registered Investment Advisor representative with the State of New Jersey and the State of Texas.

Firm Information

Evan McGoff is currently registered with Dock Street Asset Management Inc.. Dock Street Asset Management Inc. is an investment advisor headquartered in Palm Beach, Florida. The firm manages approximately $732 million in assets for a variety of clients including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Dock Street offers portfolio management services to businesses and individuals.
Dock Street Asset Management Inc.

2875 SOUTH OCEAN BLVD

PALM BEACH, FL 33480

$732.93M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Evan McGoff’s Registration & Firm History

FL

01/08/2021 - Present

Dock Street Asset Management Inc. (PALM BEACH FL)

Not sure if Evan Richard McGoff is right for you?

Licenses & Designations

IA

Issued 07/16/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Evan Richard McGoff.
Not sure if Evan Richard McGoff is right for you?