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John Francis Fortier

ST. GERMAIN INVESTMENT MANAGEMENT, INC.·SPRINGFIELD, Massachusetts
Unclaimed Profile
1500 MAIN ST, SPRINGFIELD, MA 01115-1001CRD# 6934986Firm CRD# 155186
01

About

John Francis Fortier is a registered financial advisor based in SPRINGFIELD, Massachusetts, affiliated with ST. GERMAIN INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ST. GERMAIN INVESTMENT MANAGEMENT, INC.
ST. GERMAIN INVESTMENT MANAGEMENT
AUM
$2.7B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at ST. GERMAIN INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6934986
Firm CRD# 155186
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Francis Fortier offer?
John Francis Fortier specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SPRINGFIELD, Massachusetts for a consultation.
What are John Francis Fortier's credentials?
John Francis Fortier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Francis Fortier located?
John Francis Fortier is based in SPRINGFIELD, Massachusetts, working with ST. GERMAIN INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does John Francis Fortier charge for services?
John Francis Fortier'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 ST. GERMAIN INVESTMENT MANAGEMENT, INC.?
ST. GERMAIN INVESTMENT MANAGEMENT, INC. has approximately 40 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SPRINGFIELD
Lois B Heaphy — HEAPHY INVESTMENTS, LLCBruce Carter Frisbie — MSI FINANCIAL SERVICES, INC.Edward Thomas Heaphy — HEAPHY INVESTMENTS, LLCBernadette Marie Clegg — BABSON CAPITAL MANAGEMENT LLCCathy E. Minehan — MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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