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 $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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105179 |
SEC# | 801-11364 |
Assets Managed by Firm | $8,146,343,136 |
No. of Clients | 1339 |
No. of Advisors | 31 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1339 | $8,146,343,136 |
Individuals (other than high net worth individuals) | 144 | $65,549,218 |
High net worth individuals | 975 | $4,454,488,068 |
Pension and profit sharing plans | 30 | $737,169,292 |
Charitable organizations | 93 | $768,449,588 |
Other investment advisers | Fewer than 5 clients | $61,319,442 |
Corporations or other businesses | 84 | $833,852,568 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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