Detwiler, Mitchell Fenton & Graves, Inc. (Boston)

Name: Detwiler, Mitchell Fenton & Graves, Inc.
Address: 150 Federal Street, Boston, MA, 02110
Telephone: 617-747-0100

Detwiler, Mitchell Fenton & Graves, Inc. is a large advisory firm based in Boston. It manages $67.84 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Connecticut, Massachusetts, and 4 other states.

Detwiler, Mitchell Fenton & Graves provides portfolio management for individuals and small businesses and pension consulting services. 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, Mitchell Fenton & Graves: assets under management

The assets under management (AUM) of Detwiler, Mitchell Fenton & Graves, Inc. is $67.84 million. The firm's AUM has grown by 98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $61.51 million in discretionary accounts and $6.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $521.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.11 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Detwiler, Mitchell Fenton & Graves, Inc. for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

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 dmc stock.	1 May 2006	25% - 50%	2334505

Based in Boston

The principal office where Detwiler, Mitchell Fenton & Graves, Inc. performs its advisory services is located at 150 Federal Street, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Meriden, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-747-0100 or by fax 617-747-0800. The normal business hours are 8:30 a.m - 5:15 p.m. on Monday - Friday. You can find more information about the New York firm at www.dmcos.com.

Detwiler, Mitchell Fenton & Graves, Inc. (Boston)

Detwiler, Mitchell Fenton & Graves: assets under management

Fees & Commissions

Indirect Owners

Based in Boston

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