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BOFA ADVISORS, LLC
BOSTON, MA
1-877-227-7050
SEC #801-50372Total AUM
$94.1B
Employees
63Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 FEDERAL STREET
BOSTON
MA 02110
United States
BOSTON
MA 02110
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
1-877-227-7050
Financials
Total AUM
$94.1B
Accounts
171Discretionary
$94.1B
Accounts
171Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Company Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
PORTFOLIO MANAGEMENT FOR PRIVATELY PLACED FUNDS THAT ARE OFFERED TO QUALIFIED INVESTORS
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Court Injunction (Past 10 Years)Court Violation FindingDismissed Civil Action (Settlement)Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 22 other businesses.