Cammack Larhette Advisors, LLC is a pension cosultant based in Wellesley. It manages $87 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Colorado, Connecticut, District of Columbia, and 12 other states.
Cammack Larhette Advisors provides pension consulting services and educational seminars and workshops. 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 Cammack Larhette Advisors, LLC is $87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 104% 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 Cammack Larhette Advisors, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 41 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 24 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Patrick Volo has been acting as President since 1 Dec 2013. Monique Schulman joined the executive team most recently as the Chief Compliance Officer.
The principal office where Cammack Larhette Advisors, LLC performs its advisory services is located at 100 William Street, Wellesley, MA 02481, which is also the mailing address of the firm. An additional office of the firm is in Lexington, KY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-237-2291 or by fax 781-237-8536. The normal business hours are 9:00 a - 5:00 p on Monday - Friday. You can find more information about the New York firm at cammackretirement.com.