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Home > Retirement Planners > massachusetts > boston > SIHARUM ADVISORS, LLC
SIHARUM ADVISORS, LLC
10 High Street
Suite 302
Boston, Massachusetts 02110
Tel: (617) 428-7500
About SIHARUM ADVISORS, LLC
SIHARUM ADVISORS, LLC, formally registered with the SEC as SIHARUM ADVISORS, LLC. The firm was established in 08/21/2008. They have over 1 offices throughout the country.
SIHARUM ADVISORS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $560,561,199 assets under management, offering retirement planning & investment advisory services to 323 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147957 |
| SEC# | 801-69495 |
| Assets Managed by Firm | $560,561,199 |
| No. of Clients | 323 |
| No. of Advisors | 9 |
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
- Selection for other advisors
- Other (TRUSTEE SERVICES (IN RARE INSTANCES))
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 323 | $560,561,199 |
| Individuals (other than high net worth individuals) | 11 | $6,308,216 |
| High net worth individuals | 76 | $483,009,812 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,423,963 |
| Corporations or other businesses | 11 | $64,819,208 |
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