Strategic Advisers LLC
Strategic Advisers LLC (CRD# 104555) is a financial advisory firm headquartered in Boston, MA. They manage $659,550,224,982 in 1,712,300 accounts and serve the financial needs of clients across 52 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management659,550MILLION
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Total Number of Accounts1,712,300ACCOUNTS
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Average Account Value$385,184
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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