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Philip Scott Zachos

GRANTHAM MAYO VAN OTTERLOO & CO LLC·BOSTON, Massachusetts
Unclaimed Profile
53 STATE STREET, BOSTON, MA 02109CRD# 7519137Firm CRD# 106220
01

About

Philip Scott Zachos is a registered financial advisor based in BOSTON, Massachusetts, affiliated with GRANTHAM MAYO VAN OTTERLOO & CO LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
GRANTHAM MAYO VAN OTTERLOO & CO LLC
GRANTHAM MAYO VAN OTTERLOO & CO LLC
AUM
$63.4B
Regulatory assets under management
Employees
369
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7519137
Firm CRD# 106220
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip Scott Zachos offer?
Philip Scott Zachos specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Philip Scott Zachos's credentials?
Philip Scott Zachos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Scott Zachos located?
Philip Scott Zachos is based in BOSTON, Massachusetts, working with GRANTHAM MAYO VAN OTTERLOO & CO LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Philip Scott Zachos charge for services?
Philip Scott Zachos's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRANTHAM MAYO VAN OTTERLOO & CO LLC?
GRANTHAM MAYO VAN OTTERLOO & CO LLC has approximately 369 employees and manages $63.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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