Dearden Maguire Weaver & Barrett Inc (West Conshohocken)

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

Dearden Maguire Weaver & Barrett Inc is a large advisory firm based in West Conshohocken. It manages $1.08 billion of regulatory assets for 451 client accounts. It has been registered with the SEC as an adviser since 2001 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 Inc is $1.08 billion. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.02 billion in discretionary accounts and $53.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.37 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.83 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dearden Maguire Weaver & Barrett Inc 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 Inc

James Mark Weaver has been acting as President since 1 Jan 1980. Susan Barrett joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Mark Weaver	Director/president	1 Jan 1980	Other	4370850
Alexander Anderson Maguire	Director/secretary	1 Jan 1980	Other	4370854
Susan Barrett	Director/vice president	1 Jun 1993	Other	2176687
David Schoffstall	Director	1 Jan 2001	Other	4371435
Robert Scott Smith	Director	1 Jan 2001	Other	4371438
Fulton Financial Corporation	Owner	1 Jan 2001	75% - 100%	23-2125389
Alexander Anderson Maguire	Chief compliance officer	1 Oct 2004	Other	4370854
Susan Barrett	President	1 Jun 2005	Other	2176687

Based in West Conshohocken

The principal office where Dearden Maguire Weaver & Barrett Inc 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 Haddonfield, NJ. 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.