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NORTH AMERICAN MANAGEMENT CORP
NORTH AMERICAN MANAGEMENT CORP
BOSTON, Massachusetts
·
16 registered advisors
·
CRD# 104825
SEC# 801-5346
1
617-695-2100
01
Firm Overview
AUM
$1.6B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
16
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
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NORTH AMERICAN MANAGEMENT CORP
16 registered advisors
Allison Engelhardt Popeo
BOSTON, Massachusetts
CRD# 4657639
Alyssa Mason Elliott
BOSTON, Massachusetts
CRD# 6775026
Beverly Ann Rodrigue
BOSTON, Massachusetts
CRD# 4246083
Blake Endicott Stuart
BOSTON, Massachusetts
CRD# 5767408
David Hm Baker
BOSTON, Massachusetts
CRD# 2549952
Earl Everett Watson
BOSTON, Massachusetts
CRD# 460018
Edward Douglas Huber
BOSTON, Massachusetts
CRD# 6043677
Fraser J Mclean
BOSTON, Massachusetts
CRD# 6148993
Hans Howard Estin
BOSTON, Massachusetts
CRD# 2435983
Herbert Peter Hess
BOSTON, Massachusetts
CRD# 4339684
Jacob Frederick Brown
BOSTON, Massachusetts
CRD# 2307907
Karen F Manning
BOSTON, Massachusetts
CRD# 6049584
Mark Joseph Reed
BOSTON, Massachusetts
CRD# 1585379
Robert Gray Scott
BOSTON, Massachusetts
CRD# 1426073
Susan K. Tangney
BOSTON, Massachusetts
CRD# 5074587
Yuval Ezer
BOSTON, Massachusetts
CRD# 6469252
05
Office Locations
BOSTON, Massachusetts
16 advisors
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Data sourced from SEC Form ADV filings. NORTH AMERICAN MANAGEMENT CORP (CRD# 104825) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.