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Anastasios Nmn Parafestas

THE BOLLARD GROUP LLC·BOSTON, Massachusetts
Clean recordTHE BOLLARD GROUP LLC
ONE JOY STREET, BOSTON, MA 02108CRD# 5879630Firm CRD# 155317

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anastasios Nmn Parafestas · BOSTON, MA
Registration
CRD #5879630 · THE BOLLARD GROUP LLC
Brand Profile
Not yet started
01

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

02

Firm Overview

Firm
THE BOLLARD GROUP LLC
CRD 155317 · SEC 801-72749
AUM
$5.7B
Regulatory assets under management
Employees
29
476 client accounts
Services offered by THE BOLLARD GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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Frequently Asked Questions

What services does Anastasios Nmn Parafestas offer?
Anastasios Nmn Parafestas specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Anastasios Nmn Parafestas's credentials?
Anastasios Nmn Parafestas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anastasios Nmn Parafestas located?
Anastasios Nmn Parafestas is based in BOSTON, Massachusetts, working with THE BOLLARD GROUP LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Anastasios Nmn Parafestas charge for services?
Anastasios Nmn Parafestas's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE BOLLARD GROUP LLC?
THE BOLLARD GROUP LLC has approximately 29 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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