$66.7M Total AUM
$66.7M Disc. AUM
-- 3Y CAGR
3 Employees
54 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2004
- Office Locations
- 1
Office Locations
220 Quadrille Blvd. Ste. 220 West Palm Beach FL
About Carl Domino Inc.
Carl Domino Inc. is a West Palm Beach, FL money manager serving individuals and institutions. Founded in 1987, the firm follows a value equity approach focused on dividend-paying stocks and implements portfolios largely with ETFs. Offers asset management and planning support, with custody relationships including Charles Schwab and Fidelity/NFS.
Team overview
63 AVG AGE
$33.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
20.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CARL JOSEPH DOMINO
President
- CRD
- #818537
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MICHAEL J DIXON
Financial Advisor, General Partner, Owner
- CRD
- #2452034
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,697,516 | $625,287 |
| Non-Discretionary | $0 | $467,085 |
| Total | $66,697,516 | $623,946 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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