Daniel
Dent

D.F. Dent And Company, Inc

CRD#4347484
Investment Advisor
in Baltimore, MD

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About this Advisor

Daniel Dent is a financial advisor based in Baltimore, Maryland, working with D.F. Dent And Company, Inc. Daniel has previously held a position at D.F. Dent And Company, Inc and is registered to provide services in Maryland. Currently, Daniel is part of D.F. Dent And Company, Inc, which operates out of Baltimore, Maryland. The firm has 31 employees and manages assets totaling $8.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at D.F. Dent And Company, Inc includes asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

2 E. Read Street
Baltimore, MD 21202

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D.F. Dent And Company, Inc Brokerage Details

Total Assets Under Management

$8,146,343,136

MD Average: $6,889,882,315
Total Number of Employees

31

MD Average: 45
Total Number of Accounts

1,339

MD Average: 765
Average Account Size

$6,083,901

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Daniel Dent Work History

1976 - Present (48 years)

D.F. Dent And Company, Inc

Disclosures

Please visit the SEC profile of Daniel Dent to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at D.F. Dent And Company, Inc

Christina Walters
Baltimore, MD
Noelle Savage
Baltimore, MD
Gary Mitchell
Baltimore, MD
Michael Morrill
Baltimore, MD
Matthew Dent
Baltimore, MD
Linda Mccleary
Baltimore, MD
Thomas O'Neil
Baltimore, MD
Daniel Dent
Baltimore, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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