How does the advisor help clients – Key Takeaways:
DENEWILER CAPITAL MANAGEMENT INC is a leading financial management firm that helps clients achieve their financial goals through expert advice and personalized strategies. With a team of experienced professionals and a comprehensive range of services, the firm is dedicated to providing clients with the guidance they need to make informed financial decisions.
Facts and Insights
Below are the key takeaways of DENEWILER CAPITAL MANAGEMENT INC:
- Assets Under Management: $500 million
- Number of advisors: 10
- Time in business: 15 years
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2015 | $300 | 5 |
| 2016 | $350 | 6 |
| 2017 | $400 | 7 |
| 2018 | $450 | 9 |
| 2019 | $500 | 10 |
As you can see, DENEWILER CAPITAL MANAGEMENT INC has consistently grown its assets under management and number of advisors over the years, which is a testament to its success and client satisfaction.
Financial Services Offered
DENEWILER CAPITAL MANAGEMENT INC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College planning
- Portfolio analysis and rebalancing
- Risk management and insurance solutions
- Wealth preservation strategies
- And more
Client Types
DENEWILER CAPITAL MANAGEMENT INC works with a variety of clients, including individuals, families, small business owners, and corporate executives. The firm understands that each client has unique financial needs and goals, and they tailor their services to meet those specific needs.
Fees & Compensation
As a fee-only advisor, DENEWILER CAPITAL MANAGEMENT INC charges a percentage of assets under management as its main form of compensation. This aligns the firm’s interests with those of its clients and ensures that their advisors prioritize the best interests of their clients.
Background
DENEWILER CAPITAL MANAGEMENT INC was founded in 2004 by John Denewiler, a highly experienced financial advisor with a passion for helping individuals and families achieve financial success. The firm is based in New York City and has a team of dedicated professionals with diverse backgrounds and expertise.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disciplinary actions. DENEWILER CAPITAL MANAGEMENT INC has a clean record with no disciplinary actions and holds itself to the highest ethical standards.
In conclusion, DENEWILER CAPITAL MANAGEMENT INC is a top financial management firm that offers expert advice and personalized strategies to help clients achieve their financial goals. With a track record of success, a team of experienced professionals, and a comprehensive range of services, the firm is dedicated to providing the guidance and support that clients need to make smart financial decisions.