Investment adviser · CRD 114966

DEVONSHIRE ASSET MANAGEMENT, INC.

Investment adviser filing (IA)

STONEHAM, MA, United States · Form ADV filed Mar 20, 2012

Regulatory AUM
$54M
Form ADV · Item 5.F
Client accounts
115
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

92 MONTVALE AVE., SUITE 4170
STONEHAM, MA, 02180, United States

CRD 114966

Filing source

Form ADV 626778 · Mar 20, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.