STRATEGIC ADVISERS LLC - Financial Advisor in Massachusetts, Boston

Tel: 617-563-7000 155 Seaport Blvd Boston, Massachusetts 02210-2698

About STRATEGIC ADVISERS LLC

STRATEGIC ADVISERS LLC is a Boston, Massachusetts based financial advisory firm with nearly $824,740,096,815 in assets under management and provides investment advisory services for 1965880 clients. There are currently 269 financial advisors at the firm.

General Information

Firm CRD#:

104555

Firm SEC#:

801-13243

Assets Under Management:

$824,740,096,815

No. of Clients:

1965880

No. of Advisors:

269

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (PROVIDER OF MODEL PORTFOLIOS)

Fee Structure:

A percentage of AUM, Other (PERCENTAGE OF REVENUE FROM AFFILIATES)

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