Detwiler Fenton Investment Management LLC (Boston)

Name: Detwiler Fenton Investment Management LLC
Address: 225 Franklin Street, Boston, MA, 02110
Telephone: 617-451-0100

Detwiler Fenton Investment Management LLC is an adviser based in Boston. It manages $26.85 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut, Massachusetts, New Hampshire, and 4 other states.

Detwiler Fenton Investment Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Detwiler Fenton Investment Management: assets under management

The assets under management (AUM) of Detwiler Fenton Investment Management LLC is $26.85 million. The firm's AUM has gone down by -83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.34 million in discretionary accounts and $509.56 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $235.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $169.85 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Detwiler Fenton Investment Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Detwiler Fenton Investment Management LLC

Stephen Domenic Martino has been acting as President since 1 Mar 2015. Peter Delima Fenton joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Detwiler Fenton Group Inc.	Sole member	1 Apr 2010	75% - 100%	95-2627415
Robert Edward Jeffords	Secretary	1 Apr 2010	Other	4835456
Anne Paul Buckley	Chief compliance officer	1 Apr 2010	Other	1781079
Stephen Domenic Martino	Director/manager/cfo	1 Apr 2010	Other	4153527
Claire Elaine Soja	Director/manager	1 Apr 2010	Other	2521634
Peter Delima Fenton	Director/manager	1 Apr 2010	Other	2334505
William T Eaton	Director	1 May 2011	Other	1395701
Arthur Alexander Arnold	Elected manager/director	1 May 2012	Other	2885967
Peter Delima Fenton	Chief compliance officer	1 Mar 2015	Other	2334505
Stephen Domenic Martino	Director	1 Mar 2015	Other	4153527

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Peter Delima Fenton	Has proxy to vote more than 25% of dfg stock.	1 May 2006	25% - 50%	2334505

Based in Boston

The principal office where Detwiler Fenton Investment Management LLC performs its advisory services is located at 225 Franklin Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-451-0100 or by fax 617-747-0800. The normal business hours are 8:00 am to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at dmcos.com.