Home
›
Firms
›
TWIN FOCUS CAPITAL PARTNERS, LLC
TWIN FOCUS CAPITAL PARTNERS, LLC
BOSTON, Massachusetts
·
9 registered advisors
·
CRD# 140522
SEC# 801-66717
1
617-720-4500
01
Firm Overview
AUM
$3.6B
Regulatory assets under management
Employees
37
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at TWIN FOCUS CAPITAL PARTNERS, LLC
9 registered advisors
Beth Lehman
BOSTON, Massachusetts
CRD# 5516572
Elizabeth Colleen Gardner
BOSTON, Massachusetts
CRD# 4845872
John Pantekidis
BOSTON, Massachusetts
CRD# 4733045
Jonathan Thomas Perry
BOSTON, Massachusetts
CRD# 6927112
Kenneth William Cooperman
BOSTON, Massachusetts
CRD# 1443557
Laurence John Solomon Grosbaum
BOSTON, Massachusetts
CRD# 5808130
Paul Karger
BOSTON, Massachusetts
CRD# 4050267
Robert Michael Petry
BOSTON, Massachusetts
CRD# 6407660
Wesley Karger
BOSTON, Massachusetts
CRD# 4708437
05
Office Locations
BOSTON, Massachusetts
9 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. TWIN FOCUS CAPITAL PARTNERS, LLC (CRD# 140522) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.