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Building 2DETWILER FENTON & CO.

Map pinBOSTON, MA
Phone617-747-0100
NotebookSEC #801-66121
Total AUM
$173.3M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 HIGH STREET
STE 2800
BOSTON
MA 02110
United States
Operating Hours
8:30 A.M - 5:15 P.M.
Monday - Friday
Phone
617-747-0100

ReceiptFinancials

Total AUM
$173.3M
Accounts
645
Discretionary
$173.3M
Accounts
645
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUM
Other Compensation
MUTUAL FUND, TICKET CHARGE, MAIL, SOLICITATION FOR OTHER ADVISER

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CACOCTFLGAMAMDMEMTNCNHNYOHORPARISCTNTXUTVAVT

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

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