Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > boston > MONASHEE INVESTMENT MANAGEMENT, LLC
MONASHEE INVESTMENT MANAGEMENT, LLC
75 Park Plaza
4th Floor
Boston, Massachusetts 02116
Tel: 617-671-0048
About MONASHEE INVESTMENT MANAGEMENT, LLC
MONASHEE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as MONASHEE INVESTMENT MANAGEMENT, LLC. The firm was established in 06/20/2014. They have over 3 offices throughout the country.
MONASHEE INVESTMENT MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,923,109,292 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 163148 |
| SEC# | 801-79936 |
| Assets Managed by Firm | $1,923,109,292 |
| No. of Clients | 17 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17 | $1,923,109,292 |
| Pension and profit sharing plans | 3 | $493,431,167 |
| Charitable organizations | Fewer than 5 clients | $124,961,285 |
| Corporations or other businesses | Fewer than 5 clients | $80,000,000 |
More Retirement Planning firms in Boston, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Boston, Massachusetts