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SVERICA CAPITAL MANAGEMENT
One Boston Place, Suite 3910
201 Washington Street
Boston, Massachusetts 02108-4407
Tel: 617-695-0221
About SVERICA CAPITAL MANAGEMENT
SVERICA CAPITAL MANAGEMENT, formally registered with the SEC as SVERICA CAPITAL MANAGEMENT. The firm was established in 03/30/2012. They have over 3 offices throughout the country.
SVERICA CAPITAL MANAGEMENT is a Boston, Massachusetts based Financial Planning firm with nearly $2,115,986,000 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156956 |
| SEC# | 801-73362 |
| Assets Managed by Firm | $2,115,986,000 |
| No. of Clients | 10 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $2,115,986,000 |
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