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Julie Kasper Eiermann

HARBOURVEST PARTNERS, LLC·BOSTON, Massachusetts
Clean recordHARBOURVEST PARTNERS, LLC
ONE FINANCIAL CENTER, BOSTON, MA 02111CRD# 1996459Firm CRD# 109846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Kasper Eiermann · BOSTON, MA
Registration
CRD #1996459 · HARBOURVEST PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julie Kasper Eiermann is a registered financial advisor based in BOSTON, Massachusetts, affiliated with HARBOURVEST PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HARBOURVEST PARTNERS, LLC
HARBOURVEST PARTNERS, LLC
AUM
$151.3B
Regulatory assets under management
Employees
1103
Total firm employees
View all advisors at HARBOURVEST PARTNERS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1996459
Firm CRD# 109846
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Kasper Eiermann offer?
Julie Kasper Eiermann specializes in Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Julie Kasper Eiermann's credentials?
Julie Kasper Eiermann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Kasper Eiermann located?
Julie Kasper Eiermann is based in BOSTON, Massachusetts, working with HARBOURVEST PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Julie Kasper Eiermann charge for services?
Julie Kasper Eiermann'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 HARBOURVEST PARTNERS, LLC?
HARBOURVEST PARTNERS, LLC has approximately 1103 employees and manages $151.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARBOURVEST PARTNERS, LLC

Mitchell Evan Harris
BOSTON, MA
David Ashley Atterbury
BOSTON, MA
Michael Wilson Taylor
BOSTON, MA
Frederick Charles Maynard
BOSTON, MA
Gregory Vincent Stento
BOSTON, MA
Jeffrey Richard Keay
BOSTON, MA

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Research
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