Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > boston > NUTTER INVESTMENT ADVISORS
NUTTER INVESTMENT ADVISORS
Seaport West, 155 Seaport Boulevard
5th Floor
Boston, Massachusetts 02210-2604
Tel: 617-439-2100
About NUTTER INVESTMENT ADVISORS
NUTTER INVESTMENT ADVISORS, formally registered with the SEC as NUTTER INVESTMENT ADVISORS. The firm was established in 11/14/1988. They have over 1 offices throughout the country.
NUTTER INVESTMENT ADVISORS is a Boston, Massachusetts based Financial Planning firm with nearly $2,425,641,286 assets under management, offering retirement planning & investment advisory services to 38 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105461 |
| SEC# | 801-33250 |
| Assets Managed by Firm | $2,425,641,286 |
| No. of Clients | 38 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 38 | $2,425,641,286 |
| Individuals (other than high net worth individuals) | 5 | $2,315,705 |
| High net worth individuals | 19 | $58,583,605 |
| Pension and profit sharing plans | 1 | $36,303,342 |
| Corporations or other businesses | 1 | $2,328,438,634 |
More Retirement Planning firms in Boston, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Boston, Massachusetts