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Building 2GANNETT WELSH & KOTLER INC

Map pinBOSTON, MA
Phone617-236-8900
NotebookSEC #801-9790
Total AUM
$5B
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 BERKELEY STREET
15TH FLOOR
BOSTON
MA 02116
USA
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
617-236-8900

ReceiptFinancials

Total AUM
$5B
Accounts
3,944
Discretionary
$4.9B
Accounts
3,939
Non-Discretionary
$58M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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