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.
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 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.
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.
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.
You can reach the main office by calling the phone number 410-837-2544 or by fax 410-837-6359. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.