Dpc Management, LLC (Ramsey)

Dpc Management, LLC is an adviser based in Ramsey. It manages $12.02 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2003.

Dpc Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dpc Management: assets under management

The assets under management (AUM) of Dpc Management, LLC is $12.02 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $255.7 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dpc Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ramsey

The principal office where Dpc Management, LLC performs its advisory services is located at 500 Lake Street, Ramsey, NJ 07446, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-760-9654 or by fax 201-760-9612. The normal business hours are 9am - 5pm on Monday - Friday.

Dpc Management, LLC (Ramsey)

Dpc Management: assets under management

Fees & Commissions

Based in Ramsey

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