|
⚲
|
| Keyboard |
| Fenton Gregory Coleman
✚
|
|
|---|---|
| CRD # | 133301 |
| SEC # | 801-113572 |
| CIK # | |
| AUM | 194.8 M (2026-01-08) |
| Employees | 2 (0% Investors, 0% Brokers) |
| Phone | 508-888-9300 |
| Address | 128 Route 6A Sandwich, MA 02563 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 126.6 |
| (b) Individuals (high net worth individuals) | 68 | 68.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 264 | 194.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 264 | 194.8 |
| Total | 264 | 194.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 194.8 | |
| Total | 264 | 194.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Clark & Stuart Inc
✚
|
ME | 195.6 M |
|
Frazee Investment Consulting Inc
✚
|
TN | 195.5 M |
|
Independent Wealth Advisors LLC
✚
|
NC | 195.3 M |
|
NorthStar Financial Advisors Inc
✚
|
195.3 M | |
|
Columbia River Financial Group LLC
✚
|
WA | 194.8 M |
|
Michael Traxler Wealth Management LLC
✚
|
MN | 194.7 M |
|
Sensible Portfolios LLC
✚
|
194.7 M | |
|
Liberty Financial Group Inc
✚
|
WI | 194.3 M |
|
Drum Hill Capital LLC
✚
|
CT | 194.3 M |
|
Townsend Personal Financial Planning LLC
✚
|
GA | 194.0 M |