Overview
Assets Under Management: $91 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 17
Average Client Assets: $4.0 million
Frequently Asked Questions
CARL DOMINO INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131528), CARL DOMINO INC. is subject to fiduciary duty under federal law.
CARL DOMINO INC. is headquartered in WEST PALM BEACH, FL.
CARL DOMINO INC. serves 17 high-net-worth clients according to their SEC filing dated July 12, 2018. View client details ↓
According to their SEC Form ADV, CARL DOMINO INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CARL DOMINO INC. manages $91 million in client assets according to their SEC filing dated July 12, 2018.
According to their SEC Form ADV, CARL DOMINO INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.49%
Average Client Assets: $4.0 million
Total Client Accounts: 137
Discretionary Accounts: 136
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 131528
Filing ID: 1229066
Last Filing Date: 2018-07-12 11:55:00