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D.F. DENT AND COMPANY, INC.
CRD 105179 · SEC 801-11364
400 EAST PRATT STREET, 7TH FLOOR, BALTIMORE, MD, 21202-3127, United States
Phone
410-837-2544
Fax
410-837-6359
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.88B
Discretionary AUM
$7.88B
Team
31 total employees; 16 advisory reps; 16 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $53.4M |
| High net worth individuals | 903 | $4.49B |
| Investment companies | 4 | $744.0M |
| Pooled investment vehicles | 3 | $167.1M |
| Pension/profit sharing plans | 25 | $1.07B |
| Charitable organizations | 64 | $465.4M |
| Corporations/business entities | 62 | $761.7M |
States served
VT, CA, DE, DC, IL, IA, LA, MD, MA, MI, NJ, NY, NC, OH, OR, PA, SC, VA, WI, MO, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD