Dearden, Maguire, Weaver & Barrett, LLC (West Conshohocken)

Dearden, Maguire, Weaver & Barrett, LLC is a large advisory firm based in West Conshohocken. It manages $532.34 million of regulatory assets for 394 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, New Jersey, and Pennsylvania.

Dearden, Maguire, Weaver & Barrett provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dearden, Maguire, Weaver & Barrett: assets under management

The assets under management (AUM) of Dearden, Maguire, Weaver & Barrett, LLC is $532.34 million. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $440.66 million in discretionary accounts and $91.67 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.33 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.48 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dearden, Maguire, Weaver & Barrett, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dearden, Maguire, Weaver & Barrett, LLC

Susan Barrett has been acting as President since 1 Jun 2005. Barbara May Boben joined the executive team most recently as the Chief Compliance Officer Of Acquiring Company.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in West Conshohocken

The principal office where Dearden, Maguire, Weaver & Barrett, LLC performs its advisory services is located at One Twr Bridge, West Conshohocken, PA 19428, which is also the mailing address of the firm. An additional office of the firm is in Pottstown, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-832-0277 or by fax 610-832-0286. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.dearden.com.

Registered investment advisers similar to Dearden, Maguire, Weaver & Barrett, LLC

• Investec Advisory Group
• Nationwide Separate Accounts
• Brand Asset Management Group
• The H Group
• Country Trust Bank
• New England Portfolio Advisors
• StilLPoint Wealth Management
• Rempart Asset Management
• High Falls Advisors
• 3 D Asset Management
• Seizert Hershey & Company
• Gerber Management
• Albright Capital Management
• StoLPer & Company
• Investors Advisory Group