Claim Profile
SH

Simon Anthony Harris

GRANTHAM MAYO VAN OTTERLOO & CO LLC·BOSTON, Massachusetts
Unclaimed Profile
40 ROWES WHARF, BOSTON, MA 02110-3340CRD# 7150643Firm CRD# 106220
01

About

Simon Anthony Harris 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
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7150643
Firm CRD# 106220
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Simon Anthony Harris offer?
Simon Anthony Harris specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Simon Anthony Harris's credentials?
Simon Anthony Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Simon Anthony Harris located?
Simon Anthony Harris 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 Simon Anthony Harris charge for services?
Simon Anthony Harris'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty