Adviser Investment Management , Inc.

85 Wells Ave
Newton, Massachusetts 02459
United States View Map >>

P: (617) 321-2200
F: (617) 321-2210
www.adviserinvestments.com
Description
Adviser Investments, LLC and its subsidiaries operate as an independent, fee-only, professional money management firm with a particular focus on Fidelity and Vanguard mutual funds. With more than 3,000 clients and over $4.5 billion under management, Adviser Investments provides services to investors in all 50 states. Our investment professionals fo... more

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Revenue
25000
Employees
125

Industries

Brokerage, Finance

Similar Companies

Dion Money Management , Inc., Legg Mason , Inc., CALAMOS INVESTMENTS, Weiss Money Management Inc

SIC Codes

6211

Recently updated profiles at this company (50 contacts available)

Rick Winters
Vice President
David Mastroianni
Strategic Account Executive
Jeffrey DeMaso
Director of Research
Mark Nichols
Vice President
Lisa Hamann
Director of Marketing
Elizabeth Laprade
Client Service Associate
Judy Weeden
Operations Manager
Kari Wolfson
Account Manager
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