$216.8M Total AUM
$216.8M Disc. AUM
-- 3Y CAGR
3 Employees
60 ADV. Clients
24 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-19-2002
- Office Locations
- 1
Office Locations
306 Dartmouth Street Suite 105 Boston MA
About Etre LLC
Etre LLC is a Cambridge-based RIA. The firm has been operating for 24 years. Managing $216.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Vanguard.
Team overview
-- AVG AGE
$216.8M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
24 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PAULA ELIZABETH CHAUNCEY MS.
Chief Compliance Officer, Managing Partner
- CRD
- #4552477
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,807,051 | $976,608 |
| Non-Discretionary | $0 | -- |
| Total | $216,807,051 | $976,608 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing