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Elizabeth Louise Herr

CT MASON INC·BOSTON, Massachusetts
Unclaimed Profile
50 CONGRESS ST., BOSTON, MA 02109-4032CRD# 1392464Firm CRD# 139771
01

About

Elizabeth Louise Herr is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CT MASON INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
GRACE CAPITAL
GRACE CAPITAL
AUM
$203M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GRACE CAPITAL →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1392464
Firm CRD# 139771
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Louise Herr offer?
Elizabeth Louise Herr specializes in Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Elizabeth Louise Herr's credentials?
Elizabeth Louise Herr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Louise Herr located?
Elizabeth Louise Herr is based in BOSTON, Massachusetts, working with CT MASON INC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Elizabeth Louise Herr charge for services?
Elizabeth Louise Herr's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CT MASON INC?
CT MASON INC has approximately 4 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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