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Dm Hess Investments, Inc. (Dumont)


Dm Hess Investments, Inc. is a large advisory firm based in Dumont. It manages $105 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2012.

Dm Hess Investments provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dm Hess Investments: assets under management

The assets under management (AUM) of Dm Hess Investments, Inc. is $105 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $105 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7 million each.
Dm Hess Investments has custody of $105 million in cash and securities for 15 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dm Hess Investments, Inc. for their services and products based on a percentage of assets under management and performance-based 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 Dumont

The principal office where Dm Hess Investments, Inc. performs its advisory services is located at 137 Lafayette Ave., Dumont, NJ 07628 The mailing address of the firm is 620 Santa Rosa Avenue, Berkeley, CA 94707. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-559-3523 or by fax 510-559-3523. The normal business hours are 8:00-5:00 on Monday - Friday.


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