Devonshire Asset Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

92 Montvale Ave Ste 4170, Stoneham, Mass...

Phone Number

(781) 435-0063

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Devonshire Asset Management

Devonshire Asset Management, Inc. was founded to address the complexity of contemporary wealth management. We are fee-only advisors and as such have no financial relationships with any brokerage firms, mutual fund companies, or money managers; the only compensation we receive is from our clients. We offer objective advice and solutions based solely on the goals, needs and preferences of our clients. As fiduciaries of the public trust we are required by law to place our clients' interests ahead of our own and to disclose any conflicts of interest. We would not have it any other way. The considerable experience of our management team headed by co-founders Hal Richardson and Tom Wade, as institutional investors, asset allocators, and financial advisors provides a distinct advantage in designing and implementing custom-tailored wealth management strategies for each family we serve.Explore more
Popular SearchesDevonshire Asset ManagementDevonshire Asset Management IncDevonshire AssetDevonshire Asset Management LtdDevonshire Capital ManagementSIC Code 62,628NAICS Code 52,523Show more

Devonshire Asset Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Devonshire Asset Manageme...

<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
1987
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2013
LR
Linda ReznyExecutive Vice President & Director, Operations
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Devonshire Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Devonshire Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Devonshire Asset Management.

Devonshire Asset Management Tech Stack

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Frequently Asked Questions Regarding Devonshire Asset Management

What is Devonshire Asset Management's official website?
Devonshire Asset Management's official website is www.devonshireonline.com
What is Devonshire Asset Management's Revenue?
Devonshire Asset Management's revenue is <$5 Million
What is Devonshire Asset Management's SIC code?
Devonshire Asset Management's SIC: 62,628
What is Devonshire Asset Management's NAICS code?
Devonshire Asset Management's NAICS: 52,523
How many employees does Devonshire Asset Management have?
Devonshire Asset Management has 1-10 employees
What industry does Devonshire Asset Management belong to?
Devonshire Asset Management is in the industry of: Finance, Securities Trading
What is Devonshire Asset Management competition?
Devonshire Asset Management top competitors include: Hudson Valley Wealth Management, Darrow Wealth Management, Rezny Wealth Management, Pillar Wealth Management
What technology does Devonshire Asset Management use?
Some of the popular technologies that Devonshire Asset Management uses are: GoDaddy DNS, Amazon Web Hosting
How do I contact Devonshire Asset Management?
Devonshire Asset Management contact info: Phone number: (781) 435-0063 Website: www.devonshireonline.com
What does Devonshire Asset Management do?

Devonshire Asset Management, Inc. was founded to address the complexity of contemporary wealth management. We are fee-only advisors and as such have no financial relationships with any brokerage firms, mutual fund companies, or money managers; the only compensation we receive is from our clients. We offer objective advice and solutions based solely... on the goals, needs and preferences of our clients. As fiduciaries of the public trust we are required by law to place our clients' interests ahead of our own and to disclose any conflicts of interest. We would not have it any other way. The considerable experience of our management team headed by co-founders Hal Richardson and Tom Wade, as institutional investors, asset allocators, and financial advisors provides a distinct advantage in designing and implementing custom-tailored wealth management strategies for each family we serve.Read More

Is Devonshire Asset Management a public company?
Devonshire Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Devonshire Asset Management

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