Spencer J Ogden
Investment adviser representative at Dock Street Asset Management Inc
19 yearsExperience
2 statesRegistered in
CFADesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Dock Street Asset Management Inc.Apr 2020 to now
- Franklin TempletonFeb 2007 to Apr 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Dock Street Asset Management Inc
$1.1BAssets managed
178Clients
3Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4980134
- Firm CRD
- 111163