DONOGHUE FORLINES LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $370.5M |
| Discretionary | $370.5M100% of AUM |
| Client Accounts | 20 |
| Avg Account Size | $18.5M |
| Employees | 7 |
| Peak AUM | $3.46BJan 2018 |
| AUM CAGR | -15.7% /yrover 9 yrs · 32 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $371M | 4.6% | 2.4% | 12.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $370.5M |
| Discretionary | $370.5M |
| Employees | 7 |
| Client Accounts | 20 |
| Client Range | 0 |
Contact & Location
Address
125 HIGH STREET
BOSTON MA 02110
Phone
800.642.4276
Filing History
32 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Pension ConsultingEducational Seminars
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$371M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported