Unclaimed Profile

Kelvin Xin Jiang

MONARCH PARTNERS ASSET MANAGEMENT LLC·BOSTON, Massachusetts

Clean recordMONARCH PARTNERS ASSET MANAGEMENT LLC

77 SLEEPER STREET, BOSTON, MA 02210CRD# 6224861Firm CRD# 152727

Profile Verification

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

Identity

Kelvin Xin Jiang · BOSTON, MA

Registration

CRD #6224861 · MONARCH PARTNERS ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kelvin Xin Jiang is a registered financial advisor based in BOSTON, Massachusetts, affiliated with MONARCH PARTNERS ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MONARCH PARTNERS ASSET MANAGEMENT LLC

AUM

$346M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MONARCH PARTNERS ASSET MANAGEMENT LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6224861

Firm CRD# 152727

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Frequently Asked Questions

What services does Kelvin Xin Jiang offer?

Kelvin Xin Jiang specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Kelvin Xin Jiang's credentials?

Kelvin Xin Jiang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelvin Xin Jiang located?

Kelvin Xin Jiang is based in BOSTON, Massachusetts, working with MONARCH PARTNERS ASSET MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Kelvin Xin Jiang charge for services?

Kelvin Xin Jiang's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONARCH PARTNERS ASSET MANAGEMENT LLC?

MONARCH PARTNERS ASSET MANAGEMENT LLC has approximately 7 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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