Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > boston > RHUMBLINE ADVISERS
RHUMBLINE ADVISERS
265 Franklin Street, 21st Floor
Boston, Massachusetts 02110-3326
Tel: 617-345-0434
About RHUMBLINE ADVISERS
RHUMBLINE ADVISERS, formally registered with the SEC as RHUMBLINE ADVISERS. The firm was established in 01/15/1992. They have over 1 offices throughout the country.
RHUMBLINE ADVISERS is a Boston, Massachusetts based Financial Planning firm with nearly $107,610,831,949 assets under management, offering retirement planning & investment advisory services to 689 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107151 |
| SEC# | 801-40535 |
| Assets Managed by Firm | $107,610,831,949 |
| No. of Clients | 689 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
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 | 689 | $107,610,831,949 |
| Pension and profit sharing plans | 49 | $9,703,995,066 |
| Charitable organizations | 104 | $6,017,247,899 |
| Other investment advisers | 3 | $4,089,272,451 |
| Corporations or other businesses | 27 | $9,114,686,388 |
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