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CLARENDON PRIVATE LLC
CLARENDON PRIVATE LLC
BOSTON, Massachusetts
·
1 registered advisor
·
CRD# 316616
SEC# 801-122430
1
(617) 927 7999
01
Firm Overview
AUM
$329M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CLARENDON PRIVATE LLC
1 registered advisor
Marc Anthony White
BOSTON, Massachusetts
CRD# 1269129
05
Office Locations
BOSTON, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. CLARENDON PRIVATE LLC (CRD# 316616) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.