Sign in Sign up for free

Dupuis, Richard Daniel (Boca Raton)


Dupuis, Richard Daniel is a large advisory firm based in Boca Raton. It manages $113.72 million of regulatory assets for 167 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.

Logo



Dupuis, Richard Daniel provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dupuis, Richard Daniel: assets under management

The assets under management (AUM) of Dupuis, Richard Daniel is $113.72 million. The firm's AUM has grown by 207% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $107.86 million in discretionary accounts and $5.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $653.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.93 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dupuis, Richard Daniel for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boca Raton

The principal office where Dupuis, Richard Daniel performs its advisory services is located at 4400 N. Federal Highway, Boca Raton, FL 33431, 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 561-394-4174 or by fax 561-394-4420. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.royalcapitalmanagement.com.


Registered investment advisers similar to Dupuis, Richard Daniel