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Altschuler,James S. (Lexington)


Altschuler,James S. is a large advisory firm based in Lexington. It manages $41.16 million of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

Altschuler,James S provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Altschuler,James S: assets under management

The assets under management (AUM) of Altschuler,James S. is $41.16 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $41.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $484.28 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Altschuler,James S. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lexington

The principal office where Altschuler,James S. performs its advisory services is located at 594 Marrett Road, Suite 13, Lexington, MA 02421, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-674-2297 or by fax 781-674-2298. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.


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