Ropes Wealth Advisors LLC

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Assets, Funds, Holdings

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Ropes Wealth Advisors LLC
CRD #168615
SEC #801-80238
CIK #0001641652
AUM$4.3 BB
Employees34
Phone617-235-4260
AddressPrudential Tower 800 Boylston Street
Boston, MA 02199-3600
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
XOM 337,850.0 14.1
JNJ 369,000.0 11.8
AAPL 843,560.0 11.7
EFA 11.6
MSFT 865,660.0 11.4
JPM 341,670.0 10.4
PFE 230,400.0 8.4
IBM 122,540.0 8.1
RTN 51,410.0 8.0
EEMV 7.6
View All
Holdings by Sector ($BB)