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D.F. DENT AND COMPANY, INC.

400 East Pratt Street, 7th Floor
Baltimore, Maryland 21202-3127
Tel: 410-837-2544

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About D.F. DENT AND COMPANY, INC.

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 $8,146,343,136 assets under management, offering retirement planning & investment advisory services to 1339 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105179
SEC#801-11364
Assets Managed by Firm$8,146,343,136
No. of Clients1339
No. of Advisors31

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total1339$8,146,343,136
Individuals (other than high net worth individuals)144$65,549,218
High net worth individuals975$4,454,488,068
Pension and profit sharing plans30$737,169,292
Charitable organizations93$768,449,588
Other investment advisersFewer than 5 clients$61,319,442
Corporations or other businesses84$833,852,568

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