Carl Domino Inc. is an adviser based in West Palm Beach. It manages $73.63 million of regulatory assets for 118 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Florida, and Texas.
Carl Domino provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and advisory consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Carl Domino Inc. is $73.63 million. The firm's AUM has grown by 145% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Carl Domino Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Carl Joseph Domino is individuals with 113 clients and $56.31 million of assets under management. Among the 4 most similar advisory firms, Carl Domino has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $72.75 million for 114 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Carl Domino doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Carl Joseph Domino has been acting as President since 1 Aug 2004. Gina Goldhammer joined the executive team most recently as the Stockholder.
The principal office where Carl Domino Inc. performs its advisory services is located at 499 Evernia Street, West Palm Beach, FL 33401 The mailing address of the firm is 220 S Quadrille Blvd., West Palm Beach, FL 33401. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-833-2882 or by fax 561-833-5282. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at carldomino.com.