NEIGHBORLY INVESTMENTS LLC

NEIGHBORLY INVESTMENTS
NEW YOK, New York·5 registered advisors·CRD# 290141
SEC# 801-1128111646-661-5846
01

Firm Overview

AUM
$74M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at NEIGHBORLY INVESTMENTS LLC

5 registered advisors
Christine Hegenbart Lee Todd
BOSTON, Massachusetts
Diostenes Rubelin Medina
NEW YOK, New York
Homero Jason-Forbes Radway
NEW YOK, New York
Michael Andrew Faloon
NEW YOK, New York
Michael Arthur Doerfler
NEW YOK, New York
05

Office Locations

NEW YOK, New York
4 advisors
BOSTON, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. NEIGHBORLY INVESTMENTS LLC (CRD# 290141) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.