Investment adviser · CRD 106705
W.E. DONOGHUE & CO., INC
Investment adviser filing (IA)
NORWOOD, MA, United States · Form ADV filed Mar 22, 2016
- Regulatory AUM
- $1.58B Form ADV · Item 5.F
- Client accounts
- 788 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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 22, 2016. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management · Market timing
Compensation
Percentage of assets
Principal office
629 WASHINGTON STREETNORWOOD, MA, 02062, United States
CRD 106705
Filing source
Form ADV 986402 · Mar 22, 2016 · 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.