PEAR TREE ADVISORS, INC.

LINCOLN, Massachusetts·2 registered advisors·CRD# 104576
SEC# 801-192220781-259-1144
01

Firm Overview

AUM
$4.5B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at PEAR TREE ADVISORS, INC.

2 registered advisors
Anne Marie Umphrey
LINCOLN, Massachusetts
Lawrie Wells Okurowski
LINCOLN, Massachusetts
05

Office Locations

LINCOLN, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. PEAR TREE ADVISORS, INC. (CRD# 104576) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.