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Building 2ROSEVIEW INVESTMENT ADVISORS, LLC

Map pinBOSTON, MA
Phone617-951-3900
NotebookSEC #801-112343
Total AUM
$27.3M
Employees
10
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 HIGH STREET
SUITE 410
BOSTON
MA 02110
United States
Operating Hours
8:30 A.M. TO 5:30 P.M.
Monday - Friday
Phone
617-951-3900

ReceiptFinancials

Total AUM
$27.3M
Accounts
3
Discretionary
$27.3M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$27.3M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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