DETWILER FENTON INVESTMENT MANAGEMENT LLC
CRD #153808 SEC #801-71739 BOSTON, MA 617-451-0100
SEC Registered
Total AUM
$155M
Discretionary
$155M
Employees
15
Clients
--
Accounts
443
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2016 | $26.8M | $26.3M | $509.6K | 4 | 100 |
| May 2016 | $33.4M | $33M | $472.6K | 4 | 100 |
| Apr 2016 | $35.1M | $34.6M | $491.2K | 3 | 100 |
| Mar 2016 | $32.7M | $32.2M | $529.4K | 3 | 123 |
| Mar 2016 | $32.7M | $32.2M | $529.4K | 3 | 123 |
| Dec 2015 | $155M | $155M | $0 | 15 | 400 |
| Sep 2015 | $155M | $155M | $0 | 15 | 400 |
| May 2015 | $155M | $155M | $0 | 15 | 400 |
| Apr 2015 | $155M | $155M | $0 | 15 | 400 |
| Jul 2014 | $185.6M | $180.6M | $4.9M | 17 | 400 |
| Jul 2014 | $185.6M | $180.6M | $4.9M | 17 | 400 |
| Mar 2014 | $185.6M | $180.6M | $4.9M | 17 | 400 |
| Nov 2013 | $174M | $169.7M | $4.3M | 19 | 400 |
| Mar 2013 | $174M | $169.7M | $4.3M | 19 | 400 |
| Jul 2012 | $181.4M | $177.3M | $4.1M | 11 | 300 |
| May 2012 | $181.4M | $177.3M | $4.1M | 11 | 300 |
| Mar 2012 | $181.4M | $177.3M | $4.1M | 11 | 300 |
| Aug 2011 | $172.3M | $168.3M | $4.1M | -- | -- |
| Jun 2011 | $172.3M | $168.3M | $4.1M | -- | -- |
| Mar 2011 | $172.3M | $168.3M | $4.1M | -- | -- |
| Dec 2010 | $162.6M | $162.6M | $0 | -- | -- |
| Aug 2010 | $162.6M | $162.6M | $0 | -- | -- |
| Jul 2010 | $162.6M | $162.6M | $0 | -- | -- |
DateJul 2016
Total AUM$26.8M
Discretionary$26.3M
Non-Disc.$509.6K
Employees4
Clients100
DateMay 2016
Total AUM$33.4M
Discretionary$33M
Non-Disc.$472.6K
Employees4
Clients100
DateApr 2016
Total AUM$35.1M
Discretionary$34.6M
Non-Disc.$491.2K
Employees3
Clients100
DateMar 2016
Total AUM$32.7M
Discretionary$32.2M
Non-Disc.$529.4K
Employees3
Clients123
DateMar 2016
Total AUM$32.7M
Discretionary$32.2M
Non-Disc.$529.4K
Employees3
Clients123
DateDec 2015
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees15
Clients400
DateSep 2015
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees15
Clients400
DateMay 2015
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees15
Clients400
DateApr 2015
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees15
Clients400
DateJul 2014
Total AUM$185.6M
Discretionary$180.6M
Non-Disc.$4.9M
Employees17
Clients400
DateJul 2014
Total AUM$185.6M
Discretionary$180.6M
Non-Disc.$4.9M
Employees17
Clients400
DateMar 2014
Total AUM$185.6M
Discretionary$180.6M
Non-Disc.$4.9M
Employees17
Clients400
DateNov 2013
Total AUM$174M
Discretionary$169.7M
Non-Disc.$4.3M
Employees19
Clients400
DateMar 2013
Total AUM$174M
Discretionary$169.7M
Non-Disc.$4.3M
Employees19
Clients400
DateJul 2012
Total AUM$181.4M
Discretionary$177.3M
Non-Disc.$4.1M
Employees11
Clients300
DateMay 2012
Total AUM$181.4M
Discretionary$177.3M
Non-Disc.$4.1M
Employees11
Clients300
DateMar 2012
Total AUM$181.4M
Discretionary$177.3M
Non-Disc.$4.1M
Employees11
Clients300
DateAug 2011
Total AUM$172.3M
Discretionary$168.3M
Non-Disc.$4.1M
Employees--
Clients--
DateJun 2011
Total AUM$172.3M
Discretionary$168.3M
Non-Disc.$4.1M
Employees--
Clients--
DateMar 2011
Total AUM$172.3M
Discretionary$168.3M
Non-Disc.$4.1M
Employees--
Clients--
DateDec 2010
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees--
Clients--