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Building 2BOSTON PRIVATE VALUE INVESTORS, INC.

Map pinCONCORD, NH
Phone603-226-6600
NotebookSEC #801-60037
Total AUM
$475.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 SOUTH MAIN ST.
SUITE 501
CONCORD
NH 03301-4846
United States
Operating Hours
8 A.M.-5 P.M.
Monday - Friday
Phone
603-226-6600

ReceiptFinancials

Total AUM
$475.4M
Accounts
485
Discretionary
$471.4M
Accounts
479
Non-Discretionary
$4M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDCFLILMAMENHNJNYOHPARISCTXVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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