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Building 2PALLAS CAPITAL ADVISORS, LLC

Map pinBRAINTREE, MA
Phone(781) 971-5052
NotebookSEC #801-119646
Total AUM
$4.3B
Employees
28
Clients
1,224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 BRAINTREE HILL OFFICE PARK
SUITE 201
BRAINTREE
MA 02184
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(781) 971-5052
Other Offices
5

ReceiptFinancials

Total AUM
$4.3B
Accounts
4,210
Discretionary
$4.3B
Accounts
4,041
Non-Discretionary
$36.3M
Accounts
169

ContactClients

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Individual Clients
747
AUM
$647.7M
HNW Individual Clients
474
AUM
$3.6B
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M
Charitable Organization Clients
1
AUM
$2.7M
Corporation or Business Clients
1
AUM
$14.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLHIILLAMAMDMEMINCNHNJNYOHPARISCTNTXVAVTWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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