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STRATEGIC ADVISERS LLC

Tel: 617-563-7000
155 Seaport Blvd
Boston, Massachusetts  02210-2698

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STRATEGIC ADVISERS LLC

STRATEGIC ADVISERS LLC is a Boston, Massachusetts based financial advisory firm with nearly $824,740,096,815 in assets under management and provides investment advisory services for 1965880 clients. There are currently 269 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (PROVIDER OF MODEL PORTFOLIOS)

Fee Structure:

A percentage of AUM, Other (PERCENTAGE OF REVENUE FROM AFFILIATE

Firm CRD#:

104555

SEC#:

801-13243

No. of Clients:

1965880

Assets under Management

$824,740,096,815

No. of Advisors:

269

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