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Building 2PEAR TREE ADVISORS, INC.

Map pinLINCOLN, MA
Phone781-259-1144
NotebookSEC #801-19222
Total AUM
$3.1B
Employees
13
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 OLD BEDFORD ROAD
SUITE 202
LINCOLN
MA 01773-1124
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
781-259-1144

ReceiptFinancials

Total AUM
$3.1B
Accounts
1
Discretionary
$3.1B
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$3.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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