|The De Burlo Group, Inc. is a RIA based in Boston, MA with $520M in AUM and with 4 advisors nationwide. Comegys Russell De Burlo is the majority owner of the firm and has been in this role with the firm since 1985.|
|Richard Buttolphgraydon Vincent||May 2010|
|Robin Wassersug Dushman||May 2010|
|Comegys Russell De Burlo||May 2010|
|Michael Edgar Shade||Mar 2011|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Comegys Russell De Burlo (75% or more)
- Robin Wassersug Dushman (5% to 10%)
- Executives with less than 5% share each
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Richard Buttolphgraydon Vincent||Vice President||01/01/1996|
|Comegys Russell De Burlo||President, Director||02/01/1985|
|Robin Wassersug Dushman||Sr.V.P.||03/01/1996|
|Carl Robert Sargent||Chief Compliance Officer||04/01/2011|
No firm affiliates listed.
50 Federal St. 8th Floor
Boston , MA 02110
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees