Adviser Investments Acquisition Co LLC is a large advisory firm based in Newton. It manages $1.12 billion of regulatory assets for 1,958 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Adviser Investments Acquisition provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Adviser Investments Acquisition Co LLC is $1.12 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Adviser Investments Acquisition Co LLC for their services and products based on a percentage of assets under management. 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.
James Hale Lowell has served as the Chief Investment Officer since 1 Dec 2010. John Russel Vanneman joined the executive team most recently as the Chief Investment Officer.
The principal office where Adviser Investments Acquisition Co LLC performs its advisory services is located at 85 Wells Avenue, Newton, MA 02459, 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 617-321-2200 or by fax 617-321-2210. The normal business hours are 9:00am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at adviserinvestments.com/.