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D.F. DENT AND COMPANY, INC.
BALTIMORE, MD
410-837-2544
SEC #801-11364Total AUM
$7.9B
Employees
31Clients
1,187Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
400 EAST PRATT STREET, 7TH FLOOR
BALTIMORE
MD 21202-3127
United States
BALTIMORE
MD 21202-3127
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
410-837-2544
Financials
Total AUM
$7.9B
Accounts
1,171Discretionary
$7.9B
Accounts
1,171Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
108AUM
$53.4M
HNW Individual Clients
903AUM
$4.5B
Investment Company Clients
4AUM
$744M
Pooled Vehicle Clients
3AUM
$167.1M
Pension/Profit Sharing Plan Clients
25AUM
$1.1B
Charitable Organization Clients
64AUM
$465.4M
Government Entity Clients
1AUM
$85.7M
Investment Advisor Clients
1AUM
$34.3M
Corporation or Business Clients
62AUM
$761.7M
Other Clients
16AUM
$0
Description of Other Clients
UMA/ WRAP FEE
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTDCDEFLILLAMAMDMIMONCNHNJNYOHORPASCTXVAVTWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.