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

Name: Dearden, Maguire, Weaver & Barrett, LLC
Address: One Twr Bridge, West Conshohocken, PA, 19428
Telephone: 610-832-0277

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

Name	Entity	Date acquired	Ownership	Employer ID
Fulton Financial Advisors	Owner	1 Aug 2003	75% - 100%	23-3032473
Alexander Anderson Maguire	Chief compliance officer	1 Oct 2004	Other	4370854
Susan Barrett	President	1 Jun 2005	Other	2176687
Robert Lee Morgan	President	1 Oct 2008	Other	1968090
Barbara May Boben	Chief compliance officer of acquiring company	1 Dec 2009	Other	5745227

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Fulton Financial Corporation	Owner of fulton finl advisors	1 May 2000	75% - 100%	23-2195389

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.