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MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
BOSTON, MA
617-235-7100
SEC #801-55094Total AUM
$25.9B
Employees
21Clients
2,360Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
125 HIGH STREET
OLIVER STREET TOWER, 21ST FLOOR
BOSTON
MA 02110
United States
OLIVER STREET TOWER, 21ST FLOOR
BOSTON
MA 02110
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
617-235-7100
Other Offices
1
Financials
Total AUM
$25.9B
Accounts
2,360Discretionary
$25.9B
Accounts
2,360Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,955AUM
$504.9M
HNW Individual Clients
253AUM
$486.4M
Investment Company Clients
19AUM
$23.4B
Pooled Vehicle Clients
3AUM
$1.2B
Pension/Profit Sharing Plan Clients
65AUM
$356.3M
Charitable Organization Clients
16AUM
$10M
Corporation or Business Clients
49AUM
$45.9M
Services
Services Offered
Company Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ADVISER ALSO PROVIDES MODEL PORTFOLIOS AND ASSET ALLOCATION RECOMMENDATIONS AND PERIODIC UPDATES TO THEM.
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 17 other businesses.