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EASTERLY INVESTMENT PARTNERS LLC
EASTERLY INVESTMENT PARTNERS LLC
BEVERLY, Massachusetts
·
6 registered advisors
·
CRD# 299607
SEC# 801-114563
3
617-231-4300
01
Firm Overview
AUM
$2.8B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at EASTERLY INVESTMENT PARTNERS LLC
6 registered advisors
Eric Frank Colandrea
BEVERLY, Massachusetts
CRD# 6620067
Grace Kay Bosserman
NEW YORK, New York
CRD# 1632724
John William Murphy
BEVERLY, Massachusetts
CRD# 2161919
Kenneth G Juster
BEVERLY, Massachusetts
CRD# 4788250
Michael Montague
BEVERLY, Massachusetts
CRD# 5121305
Richard Snow
BEVERLY, Massachusetts
CRD# 2104202
05
Office Locations
BEVERLY, Massachusetts
5 advisors
NEW YORK, New York
1 advisor
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Data sourced from SEC Form ADV filings. EASTERLY INVESTMENT PARTNERS LLC (CRD# 299607) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.