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Donoghue W E & Co Inc (Norwood)


Donoghue W E & Co Inc is a large advisory firm based in Norwood. It manages $1.54 billion of regulatory assets for 5,000 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

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Donoghue W E & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Donoghue W E &: assets under management

The assets under management (AUM) of Donoghue W E & Co Inc is $1.54 billion. The firm's AUM has grown by 1244% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $848.55 million in discretionary accounts and $696.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $707.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $183.22 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Donoghue W E & Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Norwood

The principal office where Donoghue W E & Co Inc performs its advisory services is located at 629 Washington Street, Norwood, MA 02062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-642-4276 or by fax 774-290-0006. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at donoghue.com.


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