Adams Diversified Equity Fund, Inc
Answer a few questions and
get matched with an advisor.
Learn more about Adams Diversified Equity Fund, Inc
Overview
Adams Diversified Equity Fund, Inc operates as a financial advisor firm that has its headquarters in Baltimore, Maryland. It has $2.1 billion in assets under management over one customer account, placing it among the largest investment advisory firms in the United States by assets under management (AUM). The firm has a small group, including 11 financial advisors. Adams Diversified Equity Fund, Inc does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as bonds, stocks and options.
Adams Diversified Equity Fund, Inc oversees all of the company's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell judgments are made by a portfolio manager without requiring client permission. The company's typical account size is $2.1 billion. The average advisor at Adams Diversified Equity Fund, Inc oversees fewer than one client account, making it one of the most personalized advisor firms in the country.
Adams Diversified Equity Fund, Inc's central office is at 500 E. Pratt Street, Suite 1300, Baltimore, Maryland 21202-3580. It is legally allowed to provide services to clients across a few states, including Maryland and Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Adams Diversified Equity Fund, Inc by the Numbers
$2.1 billion
21
1
$2.1 billion
Fee Structure
Fees charged by financial advisors usually depend on which services are provided. Fees charged by the company typically consist of non-traditional fee structures. Adams Diversified Equity Fund, Inc does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Adams Diversified Equity Fund, Inc provides services to investment companies. Adams Diversified Equity Fund, Inc's biggest client type is investment companies. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Adams Diversified Equity Fund, Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.