D.F. Dent And Company, Inc
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Overview
D.F. Dent And Company, Inc is a financial advisory firm based in Baltimore, Maryland. D.F. Dent And Company, Inc administers $6.5 billion in assets throughout 1,413 client accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). The company has a small group, including 16 financial advisors. D.F. Dent And Company, Inc is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like stocks, options and bonds.
D.F. Dent And Company, Inc manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell judgments for the client's account without requiring the client's consent. The advisory firm administers an average of $4.6 million in assets for every customer account. The average financial advisor at D.F. Dent And Company, Inc administers around 88 client accounts.
D.F. Dent And Company, Inc's headquarters is located at 400 East Pratt Street, 7Th Floor, Baltimore, Maryland 21202-3127. The company is legally allowed to provide services to clients throughout 22 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
D.F. Dent And Company, Inc by the Numbers
$6.5 billion
31
1,413
$4.6 million
Fee Structure
Fees charged by financial advisors are based on which services are offered. However, fees charged by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by D.F. Dent And Company, Inc.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a number of different clients. D.F. Dent And Company, Inc works with retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, corporations and other. Out of its 1,413 clients, D.F. Dent And Company, Inc's largest client type is high net worth investors, though it also serves 992 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 70.25%
- Other Individuals - 11.69%
- Corporations - 10.55%
- Charitable Organizations - 7.51%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
D.F. Dent And Company, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at D.F. Dent And Company, Inc
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
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