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Building 2INDEPENDENT ADVISERS GROUP CORP

Map pinBOSTON, MA
Phone617-423-3644
NotebookSEC #801-50971
Total AUM
$148.7M
Employees
80
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 STATE STREET, 22ND FLOOR
BOSTON
MA 02109
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
617-423-3644

ReceiptFinancials

Total AUM
$148.7M
Accounts
661
Discretionary
$5.3M
Accounts
81
Non-Discretionary
$143.4M
Accounts
580

ContactClients

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None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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