Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > boston > LONG WHARF CAPITAL LLC
LONG WHARF CAPITAL LLC
One Federal Street, 26th Floor
Boston, Massachusetts 02110-2009
Tel: 617-250-7260
About LONG WHARF CAPITAL LLC
LONG WHARF CAPITAL LLC, formally registered with the SEC as LONG WHARF CAPITAL LLC. The firm was established in 06/30/2011. They have over 1 offices throughout the country.
LONG WHARF CAPITAL LLC is a Boston, Massachusetts based Financial Planning firm with nearly $980,100,000 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158038 |
| SEC# | 801-72539 |
| Assets Managed by Firm | $980,100,000 |
| No. of Clients | 4 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $980,100,000 |
More Retirement Planning firms in Boston, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
Explore More Retirement Advisors in Boston, Massachusetts