W.E. Donoghue & Co., LLC (Boston)

W.E. Donoghue & Co., LLC is a large advisory firm based in Boston. It manages $2.63 billion of regulatory assets for 308 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

W.E. Donoghue & Co. provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

W.E. Donoghue & Co.: assets under management

The assets under management (AUM) of W.E. Donoghue & Co., LLC is $2.63 billion. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.05 billion in discretionary accounts and $1.58 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $29.98 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.78 million.

Investments

The firm invests in exchange traded securities the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay W.E. Donoghue & Co., LLC 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.

What kind of clients W.E. Donoghue & Co. serves?

The firm provides services to investment companies and corporations or other businesses. The largest group of clients of W.E. Donoghue & Co. is investment companies with 10 clients and $1.05 billion of assets under management. Among the 10 most similar advisory firms, W.E. Donoghue & Co. has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $1.05 billion for 23 clients. None of the firm’s clients are foreign persons or businesses.

W.E. Donoghue & Co. doesn't advise any private funds.

Careers at W.E. Donoghue & Co., LLC

The company employs 23 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

John Arthur Forlines has served as the Chief Investment Officer since 1 Dec 2017. Llc Minella Capital Management joined the executive team most recently as the Member.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Boston

The principal office where W.E. Donoghue & Co., LLC performs its advisory services is located at One International Place, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Locust Valley, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800.642.4276 or by fax 774.290.0006. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at donoghue.com.

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