Dent D F & Co Inc (Baltimore)

Dent D F & Co Inc is a large advisory firm based in Baltimore. It manages $4.81 billion of regulatory assets for 865 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Florida, and 10 other states.

Dent D F & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dent D F &: assets under management

The assets under management (AUM) of Dent D F & Co Inc is $4.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 219% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.81 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.56 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dent D F & Co Inc for their services and products based on a percentage of assets under management. 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 Dent D F & Co Inc

Daniel Forbes Dent has been acting as President since 1 Jan 1976. Gary Guangyu Wu joined the executive team most recently as the Portfolio Manager, Analyst.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Forbes Dent	President	1 Jan 1976	75% - 100%	4347484
Sutherland Cook Ellwood	Vice president	1 May 1980	Other	4347499
Thomas Francis O'neil	Vice president	1 Jun 1985	Other	4347510
Linda Watson Mccleary	Vice president	1 Jan 1999	Other	1837893
Matthew Forbes Dent	Research associate	1 Apr 2002	Other	2929032
Mary D. Dent Trustee Daniel F. Dent 2003 Grantor Retained Annuity Trust	Trust	1 Dec 2003	Other	54-6593559
Gary David Mitchell	Chief compliance officer	1 Jul 2005	Other	4993545
Matthew Forbes Dent	Vice president	1 Dec 2005	Other	2929032
Gary David Mitchell	Chief compliance officer, vice president	1 Sep 2007	Other	4993545
Michael Norris Morrill	Vice president	1 Sep 2007	Other	2986151
Bruce Lee Kennedy	Vice president	1 Dec 2010	Other	4241567
Gary Guangyu Wu	Portfolio manager, analyst	1 Sep 2013	Other	4997843

Based in Baltimore

The principal office where Dent D F & Co Inc performs its advisory services is located at 2 East Read Street, 6 Th Floor, Baltimore, MD 21202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.