Fenton Gregory Coleman (Sandwich)

Name: Fenton Gregory Coleman
Address: 128 Route 6 A, Sandwich, MA, 02563
Telephone: 508-888-9300

Fenton Gregory Coleman is a large advisory firm based in Sandwich. It manages $107.19 million of regulatory assets for 372 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Massachusetts and New Hampshire.

Fenton Gregory Coleman provides financial planning services, portfolio management for individuals and small businesses, and tax preparation. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fenton Gregory Coleman: assets under management

The assets under management (AUM) of Fenton Gregory Coleman is $107.19 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 57% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 19% of the firm’s portfolio. Investments in government bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fenton Gregory Coleman for their services and products based on 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.

What kind of clients Fenton Gregory Coleman serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Fenton Gregory Coleman is high net worth individuals with 77 clients and $95.13 million of assets under management. Among the 7 most similar advisory firms, Fenton Gregory Coleman has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $107.19 million for 124 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Fenton Gregory Coleman doesn't advise any private funds.

Careers at Fenton Gregory Coleman

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Coleman Fenton	Principal/ cco	1 Jan 1997	75% - 100%	1663005

Based in Sandwich

The principal office where Fenton Gregory Coleman performs its advisory services is located at 128 Route 6 A, Sandwich, MA 02563, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-888-9300 or by fax 508-888-9301. The normal business hours are 9 am - 4 pm on Monday - Friday. You can find more information about the New York firm at cambridgecape.com.