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ROPES WEALTH ADVISORS
BOSTON, MA
857-255-2100
SEC #801-80238Total AUM
$6.5B
Employees
41Clients
1,348Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
PRUDENTIAL TOWER
800 BOYLSTON STREET
BOSTON
MA 02199-3600
United States
800 BOYLSTON STREET
BOSTON
MA 02199-3600
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
857-255-2100
Financials
Total AUM
$6.5B
Accounts
3,632Discretionary
$6.2B
Accounts
3,573Non-Discretionary
$248.3M
Accounts
59
Clients
Individual Clients
405AUM
$134M
HNW Individual Clients
921AUM
$5.4B
Pension/Profit Sharing Plan Clients
1AUM
$407M
Charitable Organization Clients
20AUM
$447.5M
Corporation or Business Clients
1AUM
$33.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOCTDCDEFLGAILLAMAMDMEMNNCNHNJNYOHORPARITNTXVAVTWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.