Davis Dinsmore Management Co (Morristown)

Name: Davis Dinsmore Management Co
Address: 65 Madison Ave, Morristown, NJ, 07960 7308
Telephone: 973-631-1177

Davis Dinsmore Management Co is a large advisory firm based in Morristown. It manages $224.33 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Davis Dinsmore Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Davis Dinsmore Management: assets under management

The assets under management (AUM) of Davis Dinsmore Management Co is $224.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $224.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $112.16 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Davis Dinsmore Management Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Davis Dinsmore Management Co

Sally Jean Finnican has been acting as President since 1 Oct 1996. Gary Ivan Levine joined the executive team most recently as the Executive Vice President / Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jean Hall Dinsmore	Director	1 Dec 1981	Other	4391888
Sigmund Levine	Senior vice president / secretary	1 Nov 1982	Other	1017517
Thomas Hall Dinsmore	Chairman / ceo	1 Feb 1983	25% - 50%	1000310
Jane Dinsmore O'keeffe	President / director	1 Apr 1994	25% - 50%	4391879
Sally Jean Finnican	Director	1 Oct 1996	25% - 50%	4391886
Gary Ivan Levine	Treasurer	1 Sep 1997	Other	4392492
Gary Ivan Levine	Vice president / treasurer	1 Jan 2002	Other	4392492
Gary Ivan Levine	Executive vice president / treasurer	1 Jun 2004	Other	4392492
Mercedes Anastasia Pierre	Vice president / chief compliance officer	1 Jun 2004	Other	1813787

Based in Morristown

The principal office where Davis Dinsmore Management Co performs its advisory services is located at 65 Madison Ave, Morristown, NJ 07960 7308, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 973-631-1177 or by fax 973-631-9893. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.bcvecf.com.