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Building 2FALCON INVESTMENT ADVISORS, LLC

Map pinBOSTON, MA
Phone(617) 412-2700
NotebookSEC #801-73626
Total AUM
$3.3B
Employees
33
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
116 HUNTINGTON AVENUE
SUITE 501
BOSTON
MA 02116
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(617) 412-2700
Other Offices
1

ReceiptFinancials

Total AUM
$3.3B
Accounts
14
Discretionary
$3.3B
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
14
AUM
$3.3B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MANY

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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