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Building 2DETWILER FENTON INVESTMENT MANAGEMENT LLC

Map pinBOSTON, MA
Phone617-451-0100
NotebookSEC #801-71739
Total AUM
$26.8M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 FRANKLIN STREET
SUITE 2300
BOSTON
MA 02110
United States
Operating Hours
8:00 AM TO 4:00 P.M.
Monday - Friday
Phone
617-451-0100

ReceiptFinancials

Total AUM
$26.8M
Accounts
115
Discretionary
$26.3M
Accounts
112
Non-Discretionary
$509.6K
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMANHNJNYTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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