MONITOR CLIPPER PARTNERS, LLC

5 registered advisors·CRD# 157675
SEC# 801-734650617-638-1100
01

Firm Overview

AUM
$4M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
03

Specialties

Retirement Planning
04

Advisors at MONITOR CLIPPER PARTNERS, LLC

5 registered advisors
Michael Adam Bell
CAMBRIDGE, Massachusetts
Stephen Andrew Lehman
BOSTON, Massachusetts
Thomas J Perkins
BOSTON, Massachusetts
Thomas Trevillyan Mark
BOSTON, Massachusetts
William Lee Young
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
4 advisors
CAMBRIDGE, Massachusetts
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MONITOR CLIPPER PARTNERS, LLC (CRD# 157675) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.