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PORT ONE INVESTMENTS LLC
PORT ONE INVESTMENTS LLC
BOSTON, Massachusetts
·
2 registered advisors
·
CRD# 321725
SEC# 801-125795
0
978-886-7388
01
Firm Overview
AUM
$62M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at PORT ONE INVESTMENTS LLC
2 registered advisors
Jay Clark Warner
BOSTON, Massachusetts
CRD# 4812244
Peter William Bartash
BOSTON, Massachusetts
CRD# 7549061
05
Office Locations
BOSTON, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. PORT ONE INVESTMENTS LLC (CRD# 321725) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.