400 East Pratt Street, 7th Floor
Baltimore, Maryland 21202-3127
Tel: 410-837-2544
DF DENT AND COMPANY, INC, formally registered with the SEC as DF DENT AND COMPANY, INC. The firm was established in 01/15/1980. They have over 1 offices throughout the country.
D.F. DENT AND COMPANY, INC. is a Baltimore, Maryland based Financial Planning firm with nearly $6,450,487,807 assets under management, offering retirement planning & investment advisory services to 1413 clients. The firm is staffed with 31 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 105179 |
SEC# | 801-11364 |
Assets Managed by Firm | $6,450,487,807 |
No. of Clients | 1413 |
No. of Advisors | 31 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1413 | $6,450,487,807 |
Individuals (other than high net worth individuals) | 165 | $66,612,414 |
High net worth individuals | 992 | $2,915,327,578 |
Pension and profit sharing plans | 27 | $613,214,059 |
Charitable organizations | 106 | $903,750,067 |
Other investment advisers | Fewer than 5 clients | $63,702,487 |
Corporations or other businesses | 91 | $708,901,632 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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