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Building 2DERBY AND COMPANY INC

Map pinNEWTON, MA
Phone617-527-8900
NotebookSEC #801-30056
Total AUM
$691.3M
Employees
15
Clients
418

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 WELLS AVENUE
NEWTON
MA 02459
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
617-527-8900

ReceiptFinancials

Total AUM
$691.3M
Accounts
887
Discretionary
$690.1M
Accounts
884
Non-Discretionary
$1.2M
Accounts
3

ContactClients

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Individual Clients
175
AUM
$57.7M
HNW Individual Clients
202
AUM
$519.3M
Pooled Vehicle Clients
5
AUM
$53.9M
Pension/Profit Sharing Plan Clients
34
AUM
$55.7M
Charitable Organization Clients
1
AUM
$3.9M
Corporation or Business Clients
1
AUM
$608.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLMANHNYRI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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