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MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC
MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC
NORTH ANDOVER, Massachusetts
·
2 registered advisors
·
CRD# 111631
SEC# 801-60301
1
(877) 227-0847
01
Firm Overview
AUM
$4M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC
2 registered advisors
Jeffrey David Slater
NORTH ANDOVER, Massachusetts
CRD# 4399151
Michael Anthony Berardi
NORTH ANDOVER, Massachusetts
CRD# 4634974
05
Office Locations
NORTH ANDOVER, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC (CRD# 111631) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.