Unclaimed Profile

Anne Marie Umphrey

PEAR TREE ADVISORS, INC.·LINCOLN, Massachusetts

PEAR TREE ADVISORS, INC.

55 OLD BEDFORD ROAD, LINCOLN, MA 01773-1124CRD# 2328381Firm CRD# 104576

Profile Verification

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

Identity

Anne Marie Umphrey · LINCOLN, MA

Registration

CRD #2328381 · PEAR TREE ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

PEAR TREE ADVISORS, INC.

AUM

$4.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PEAR TREE ADVISORS, INC. →

Services

Portfolio management (pooled investments)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2328381

Firm CRD# 104576

View on FINRA BrokerCheck →

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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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