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- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Unison optimaPrime
- Established Date
- 06-20-2018
- Office Locations
- 1
Office Locations
About Queenvest
Queenvest is a Beverly, MA RIA led by Ruzanna Queenan, serving entrepreneurs, business owners and professionals planning their next chapter (often 50+). The firm acts as a personal/business "CFO," pairing fiduciary, goal-based planning with cash management, tax and retirement planning, insurance/risk coverage, and estate coordination, plus frequent check-ins. Portfolios diversify stocks and bonds and often use ETFs. Custody includes Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RUZANNA QUEENAN
Chief Compliance Officer, President
- CRD
- #3126294
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,565,396 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,565,396 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,565,396
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,646,124,534 | 38.1% |
| Corporate - Investment Grade | $1,538,111,113 | 35.6% |
| Cash | $470,938,515 | 10.9% |
| U.S. Government/Agency | $665,362,673 | 15.4% |
| Total | $4,320,536,835 | 100.0% |