LONG WHARF INVESTORS INC

LONG WHARF INVESTORS
BOSTON, Massachusetts·2 registered advisors·CRD# 107036
SEC# 801-49692617-338-9393
01

Firm Overview

AUM
$200M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
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 PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at LONG WHARF INVESTORS INC

2 registered advisors
John Frederick Keller
BOSTON, Massachusetts
Roderick Lett Macdonald
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. LONG WHARF INVESTORS INC (CRD# 107036) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.