245 Summer Street
Boston, Massachusetts 2210
Tel: 617-563-7000
STRATEGIC ADVISERS LLC, formally registered with the SEC as STRATEGIC ADVISERS LLC. The firm was established in 08/11/1977. They have over 2 offices throughout the country.
STRATEGIC ADVISERS LLC is a Boston, Massachusetts based Financial Planning firm with nearly $659,550,224,982 assets under management, offering retirement planning & investment advisory services to 1712300 clients. The firm is staffed with 219 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104555 |
SEC# | 801-13243 |
Assets Managed by Firm | $659,550,224,982 |
No. of Clients | 1712300 |
No. of Advisors | 219 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1712300 | $659,550,224,982 |
Individuals (other than high net worth individuals) | 978618 | $106,132,208,158 |
High net worth individuals | 433897 | $202,403,450,598 |
Pension and profit sharing plans | 8059 | $82,134,660,094 |
Charitable organizations | 11 | $27,358,275,455 |
Corporations or other businesses | 382 | $351,805,561 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,148,421,739,247 | 23333 | 1108 | |
$1,204,691,064,459 | 1338 | 2139 | |
$841,529,842,790 | 247 | 250 | |
$803,470,618,544 | 174 | 156 | |
$652,548,367,853 | 1712247 | 13507 |
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