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Building 2ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

Map pinBOSTON, MA
Phone617-423-3644
NotebookSEC #801-23837
Total AUM
$398.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BEACON STREET, 22ND FLOOR
BOSTON
MA 02108
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
617-423-3644

ReceiptFinancials

Total AUM
$398.6M
Accounts
2,756
Discretionary
$258.4M
Accounts
1,681
Non-Discretionary
$140.2M
Accounts
1,075

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 29 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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