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Detwiler, Mitchell Fenton & Graves, Inc. (Boston)


Detwiler, Mitchell Fenton & Graves, Inc. is a large advisory firm based in Boston. It manages $67.84 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Connecticut, Massachusetts, and 4 other states.

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Detwiler, Mitchell Fenton & Graves provides portfolio management for individuals and small businesses and pension consulting 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.

Detwiler, Mitchell Fenton & Graves: assets under management

The assets under management (AUM) of Detwiler, Mitchell Fenton & Graves, Inc. is $67.84 million. The firm's AUM has grown by 98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $61.51 million in discretionary accounts and $6.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $521.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.11 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Detwiler, Mitchell Fenton & Graves, Inc. for their services and products based on a percentage of assets under management and commissions. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Peter Delima Fenton Has proxy to vote more than 25% of dmc stock. 1 May 2006 25% - 50% 2334505

Based in Boston

The principal office where Detwiler, Mitchell Fenton & Graves, Inc. performs its advisory services is located at 150 Federal Street, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Meriden, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-747-0100 or by fax 617-747-0800. The normal business hours are 8:30 a.m - 5:15 p.m. on Monday - Friday. You can find more information about the New York firm at www.dmcos.com.


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