Detwiler Fenton Investment Management LLC is an adviser based in Boston. It manages $26.85 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut, Massachusetts, New Hampshire, and 4 other states.
Detwiler Fenton Investment Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Detwiler Fenton Investment Management LLC is $26.85 million. The firm's AUM has gone down by -83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Detwiler Fenton Investment Management LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Domenic Martino has been acting as President since 1 Mar 2015. Peter Delima Fenton joined the executive team most recently as the Chief Compliance Officer.
The principal office where Detwiler Fenton Investment Management LLC performs its advisory services is located at 225 Franklin Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-451-0100 or by fax 617-747-0800. The normal business hours are 8:00 am to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at dmcos.com.