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Herbert Magid

EIF MANAGEMENT, LLC·NEEDHAM, Massachusetts
Clean recordEIF MANAGEMENT, LLC
THREE CHARLES RIVER PLACE, NEEDHAM, MA 02494-2708CRD# 6019698Firm CRD# 156751

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Herbert Magid · NEEDHAM, MA
Registration
CRD #6019698 · EIF MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Herbert Magid is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with EIF MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ARES EIF MANAGEMENT, LLC
ARES EIF MANAGEMENT, LLC
AUM
$3.9B
Regulatory assets under management
Employees
33
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6019698
Firm CRD# 156751
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Herbert Magid offer?
Herbert Magid specializes in Retirement Planning. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Herbert Magid's credentials?
Herbert Magid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Herbert Magid located?
Herbert Magid is based in NEEDHAM, Massachusetts, working with EIF MANAGEMENT, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Herbert Magid charge for services?
Herbert Magid'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 EIF MANAGEMENT, LLC?
EIF MANAGEMENT, LLC has approximately 33 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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