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Dane Falb Stone & Co Inc (Boston)


Dane Falb Stone & Co Inc is an adviser based in Boston. It manages $34.94 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Massachusetts.




Dane Falb Stone & provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dane Falb Stone &: assets under management

The assets under management (AUM) of Dane Falb Stone & Co Inc is $34.94 million. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.53 million in discretionary accounts and $1.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $698.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.41 million.
Dane Falb Stone & has custody of $918.26 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dane Falb Stone & Co Inc 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.

Based in Boston

The principal office where Dane Falb Stone & Co Inc performs its advisory services is located at 50 Congress Street, Ste 642, Boston, MA 02109 The mailing address of the firm is P.O Box 9745, Boston, MA 02114. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-742-0666 or by fax 617-742-2304. The normal business hours are 9:00a.m. to 5:00 p.m on Monday - Friday.


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