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 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 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 STREET
NORWOOD, 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.