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FACTOR INVESTING GROUP
8 Lyman Street
Suite 204
Westborough, Massachusetts 01581
Tel: (508) 366-6040
About FACTOR INVESTING GROUP
FACTOR INVESTING GROUP, formally registered with the SEC as FACTOR INVESTING GROUP. The firm was established in 07/22/2021. They have over 4 offices throughout the country.
FACTOR INVESTING GROUP is a Westborough, Massachusetts based Financial Planning firm with nearly $228,000,000 assets under management, offering retirement planning & investment advisory services to 732 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315131 |
| SEC# | 801-121821 |
| Assets Managed by Firm | $228,000,000 |
| No. of Clients | 732 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 732 | $228,000,000 |
| Individuals (other than high net worth individuals) | 398 | $133,974,838 |
| High net worth individuals | 55 | $88,068,748 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,819,405 |
| Charitable organizations | Fewer than 5 clients | $1,137,009 |
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