Overview
Assets Under Management: $162 million
Headquarters: SANDWICH, MA
High-Net-Worth Clients: 70
Average Client Assets: $583,779
Frequently Asked Questions
FENTON GREGORY COLEMAN is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133301), FENTON GREGORY COLEMAN is subject to fiduciary duty under federal law.
FENTON GREGORY COLEMAN is headquartered in SANDWICH, MA.
FENTON GREGORY COLEMAN serves 70 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, FENTON GREGORY COLEMAN offers financial planning and portfolio management for individuals. View all service details ↓
FENTON GREGORY COLEMAN manages $162 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, FENTON GREGORY COLEMAN serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.19
Average High-Net-Worth Client Assets: $583,779
Total Client Accounts: 429
Non-Discretionary Accounts: 429
Regulatory Filings
CRD Number: 133301
Filing ID: 1944468
Last Filing Date: 2025-03-03 15:52:00
Website: https://cambridgecape.com