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LEERINK SWANN LLC
BOSTON, MA
617-248-1601
SEC #801-68264Total AUM
$50.5M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE FEDERAL ST.
37TH FL
BOSTON
MA 02110
United States
37TH FL
BOSTON
MA 02110
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
617-248-1601
Financials
Total AUM
$50.5M
Accounts
90Discretionary
$30.8M
Accounts
58Non-Discretionary
$19.7M
Accounts
32
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO False Statement FindingSRO Rule Violation
State Registrations
MAMDNHPA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.