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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Dumont & Blake Investment Advisors have?","answer":"Dumont & Blake Investment Advisors has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Dumont & Blake Investment Advisors invest in?","answer":"At the end of its last fiscal year, Dumont & Blake Investment Advisors’ separately managed accounts held 77% exchange-traded equities, 10% U.S. government and agency bonds, 8% cash and equivalents, 2% state and local bonds and 2% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Dumont & Blake Investment Advisors?","answer":"Dumont & Blake Investment Advisors’ direct owner is Morley Goldberg (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Dumont & Blake Investment Advisors get paid?","answer":"Dumont & Blake Investment Advisors is paid through a percentage of assets under management and fixed fees. 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