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Home > Retirement Planners > massachusetts > burlington > ALCION VENTURES, L.P.
ALCION VENTURES, L.P.
200 Summit Drive
Suite 210
Burlington, Massachusetts 01803
Tel: 617-603-1000
About ALCION VENTURES, L.P.
ALCION VENTURES, LP, formally registered with the SEC as ALCION VENTURES, LP. The firm was established in 02/23/2012. They have over 1 offices throughout the country.
ALCION VENTURES, L.P. is a Burlington, Massachusetts based Financial Planning firm with nearly $331,262,984 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160505 |
| SEC# | 801-73541 |
| Assets Managed by Firm | $331,262,984 |
| No. of Clients | 15 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15 | $331,262,984 |
| Corporations or other businesses | 1 | $146,225 |
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