Fenton Gregory Coleman
● SEC registered since 2018CRD 133301SEC# 801-113572Sandwich, MA
Reg. AUM
$194.8M
Employees
2
Accounts
264
Location
Sandwich, MA
Fenton Gregory Coleman assets under management
Fenton Gregory Coleman is an investment advisory firm registered with the SEC based in Sandwich, MA. The firm has been registered since 2018. It reports $194.8 million in regulatory assets under management and employs 2 people.
Fenton Gregory Coleman owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Coleman Fenton Control | Chief Compliance Officer | Over 75% | 1997 |
Frequently asked questions
How much does Fenton Gregory Coleman manage?
Fenton Gregory Coleman reports $194.8 million in regulatory assets under management on its Form ADV.
How many employees does Fenton Gregory Coleman have?
Fenton Gregory Coleman reports 2 employees.
Where is Fenton Gregory Coleman located?
Fenton Gregory Coleman is based in Sandwich, MA and has been SEC-registered since 2018.
Does Fenton Gregory Coleman disclose fund performance?
Fenton Gregory Coleman is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 128 Route 6a, Sandwich, MA 02563 |
| Phone | 508-888-9300 |
| Fax | 508-888-9301 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$194.8M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$194.8Mregulatory AUM
Discretionary $0Non-discretionary $194.8M