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Building 21620 INVESTMENT ADVISORS, INC.

Map pinPLYMOUTH, MA
Phone508-830-4778
NotebookSEC #801-63977
Total AUM
$241.6M
Employees
6
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
36 CORDAGE PARK CIRCLE
SUITE 217
PLYMOUTH
MA 02360
United States
Operating Hours
8:45AM-5:00PM
Monday - Friday
Phone
508-830-4778

ReceiptFinancials

Total AUM
$241.6M
Accounts
593
Discretionary
$236.6M
Accounts
587
Non-Discretionary
$5M
Accounts
6

ContactClients

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Individual Clients
192
AUM
$108.7M
HNW Individual Clients
47
AUM
$128.6M
Charitable Organization Clients
3
AUM
$4.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGALAMANHNYTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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