Adviser Investments Acquisition Co LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Adviser Investments Acquisition Co LLC
CRD #156985
SEC #801-72243
CIK #
AUM $1.1 BB (100% Disc, 100% US, 2016-03-29)
Employees10 (90% Investors, 0% Brokers)
Phone617-321-2200
Address85 Wells Avenue
Newton, MA 02459
Source [IAPD] [Website]
Total AUM ($MM)
118094470847223602011201320152017
Comparable Firms State AUM ($BB)
Sonora Investment Management LLC
AZ 1.2
Capwealth Advisors LLC
TN 1.2
Planning Alternatives Ltd
MI 1.2
Dakota Wealth LLC
FL 1.1
FutureAdvisor Inc
CA 1.1
Unison Advisors LLC
DC 1.1
van Hulzen Asset Management LLC
CA 1.1
Maloon Powers Pitre & Higgins LLC
CA 1.1
Tortoise Investment Management LLC
NY 1.1
Berman Steven Mallin
CA 1.1
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com