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Building 2ADAMS HARKNESS ASSET MANAGEMENT, INC.

Map pinBOSTON, MA
Phone617-371-3900
NotebookSEC #801-11109
Total AUM
$140.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 HIGH ST.
12TH FLOOR
BOSTON
MA 02110
USA
Operating Hours
8AM - 5PM
Monday - Friday
Phone
617-371-3900

ReceiptFinancials

Total AUM
$140.1M
Accounts
3
Discretionary
$140.1M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CTFLMAMENHRITXVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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