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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on April 15, 2017
    • $3.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $1.1M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

32

name start date
David John Campbell
January 2004
Scott D Toomasson
September 2018
Michelle Espiritu Soto
March 2012
Ryan Thomas Ford
May 2017
Colleen Sue Breit Supran
June 2007

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Boston Private Bank & Trust Company -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Carol Louise Benz Manager/Chief Compliance Officer May, 2003 less than 5%
      Kevin Donald Dorwin Manager July, 2008 less than 5%
      Clayton George Deutsch Manager October, 2010 less than 5%
      David J Kaye Manager March, 2011 less than 5%
      David John Campbell Manager January, 2001 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees