P
CRD: 133132
Portfoliosboston
East Dennis, MA, 02641
6177216392
$20.4M Total AUM
$20.4M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
32 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-15-1994
- Office Locations
- 1
Office Locations
1070 RTE 134 Dennis MA
About Portfoliosboston
Portfoliosboston is a East Dennis-based RIA. The firm has been operating for 32 years. Managing $20.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$20.4M AVG AUM / ADVISOR
$971.4K AVG AUM / CLIENT
32.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
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Asset Classes
North Matrix Optima signal
Investment Vehicles
Unison Horizon fusion
Services
Foundation vector Fusion glacier Alpha insight Vital Beacon
Owner & Executives
M
MARGARET ANN MCNABB
Vice President Operations
- CRD
- #727569
- Ownership
- 75% or more
(549) 453-9159
wave.prime@zenithcapital.com
in linkedin.com/in/ember-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,400,000
Equity - Exchange:
27.1% Cash:
26.5% Public Funds:
17.2% Corporate - Investment Grade:
9.4% Other:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $743,878,455 | 27.1% |
| Cash | $727,408,821 | 26.5% |
| Public Funds | $472,129,499 | 17.2% |
| Corporate - Investment Grade | $258,024,261 | 9.4% |
| Other | $543,497,912 | 19.8% |
| Total | $2,744,938,948 | 100.0% |