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Anne Marie Umphrey

PEAR TREE ADVISORS, INC.·LINCOLN, Massachusetts
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55 OLD BEDFORD ROAD, LINCOLN, MA 01773-1124CRD# 2328381Firm CRD# 104576
01

About

Anne Marie Umphrey is a registered financial advisor based in LINCOLN, Massachusetts, affiliated with PEAR TREE ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
PEAR TREE ADVISORS, INC.
PEAR TREE ADVISORS, INC.
AUM
$4.5B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PEAR TREE ADVISORS, INC. →
Services
Portfolio management (pooled investments)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2328381
Firm CRD# 104576
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anne Marie Umphrey offer?
Anne Marie Umphrey specializes in Investment Management, Fee-Only Advisory. Contact their office in LINCOLN, Massachusetts for a consultation.
What are Anne Marie Umphrey's credentials?
Anne Marie Umphrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Marie Umphrey located?
Anne Marie Umphrey is based in LINCOLN, Massachusetts, working with PEAR TREE ADVISORS, INC.. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Anne Marie Umphrey charge for services?
Anne Marie Umphrey'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 PEAR TREE ADVISORS, INC.?
PEAR TREE ADVISORS, INC. has approximately 12 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LINCOLN
John Drew Mcclellan — PEAR TREE PARTNERS, LPLisette Scott Cooper — FIDUCIARY TRUST INTERNATIONAL, LLCStephen Robert Karp — ATHENA CAPITAL ADVISORS LLCAnne Marie Towle — FIDUCIARY TRUST INTERNATIONAL, LLCJame G. Birmingham — BL CORP
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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