DOVERMONT WEALTH & TAX SOLUTIONS
Firm details
- Headquarters
- MONTEBELLO, New York
- CRD number
- 336294
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dovermont Wealth & Tax Solutions operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is dedicated to educating clients through seminars and workshops, enhancing their understanding of financial concepts and investment strategies. Dovermont Wealth & Tax Solutions does not engage in capital allocation and is not classified as a multi-state adviser, which indicates a more localized approach to its client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Fatima Ali Muhammed
Administrative AssociateCRD 7066524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MONTEBELLO, NY
ROCKLAND
Location
MONTEBELLO, NY
Headquartered in MONTEBELLO, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- ROCKLAND
- Address
- 400 Rella Blvd
- Time zone
- ET (UTC-5)
- Office locations
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