DICKINSON BARNUM INVESTMENT MANAGEMENT, LLC

Overview

Dickinson Barnum Investment Management, LLC is a small, privately held advisory firm organized as an LLC that focuses on portfolio management for individual and family clients and small businesses. The firm operates as a registered representative of a broker-dealer while charging clients fees based on a percentage of assets under management. It does not present itself as an active ESG investor, nor as a multi-state or pension consultant adviser; ownership is a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices