Unclaimed Profile

Amy Elizabeth Koch

STANDISH MELLON ASSET MANAGEMENT COMPANY LLC·BOSTON, Massachusetts

STANDISH MELLON ASSET MANAGEMENT COMPANY LLC

BNY MELLON CENTER, BOSTON, MA 02108-4408CRD# 3167010Firm CRD# 113972

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Elizabeth Koch · BOSTON, MA

Registration

CRD #3167010 · STANDISH MELLON ASSET MANAGEMENT COMPANY LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Amy Elizabeth Koch is a registered financial advisor based in BOSTON, Massachusetts, affiliated with STANDISH MELLON ASSET MANAGEMENT COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STANDISH MELLON ASSET MANAGEMENT COMPANY LLC

STANDISH

AUM

$130.2B

Regulatory assets under management

Employees

158

Total firm employees

View all advisors at STANDISH MELLON ASSET MANAGEMENT COMPANY LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Market timing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 3167010

Firm CRD# 113972

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Elizabeth Koch offer?

Amy Elizabeth Koch specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Amy Elizabeth Koch's credentials?

Amy Elizabeth Koch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Elizabeth Koch located?

Amy Elizabeth Koch is based in BOSTON, Massachusetts, working with STANDISH MELLON ASSET MANAGEMENT COMPANY LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Amy Elizabeth Koch charge for services?

Amy Elizabeth Koch's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STANDISH MELLON ASSET MANAGEMENT COMPANY LLC?

STANDISH MELLON ASSET MANAGEMENT COMPANY LLC has approximately 158 employees and manages $130.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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