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NEIGHBORLY INVESTMENTS LLC
NEIGHBORLY INVESTMENTS LLC
NEIGHBORLY INVESTMENTS
NEW YOK, New York
·
5 registered advisors
·
CRD# 290141
SEC# 801-112811
1
646-661-5846
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 Management
Wealth Management
Fee-Only Advisory
04
Advisors at NEIGHBORLY INVESTMENTS LLC
5 registered advisors
Christine Hegenbart Lee Todd
BOSTON, Massachusetts
CRD# 1884665
Diostenes Rubelin Medina
NEW YOK, New York
CRD# 4371731
Homero Jason-Forbes Radway
NEW YOK, New York
CRD# 4306149
Michael Andrew Faloon
NEW YOK, New York
CRD# 3221621
Michael Arthur Doerfler
NEW YOK, New York
CRD# 2777704
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
.