Adage Investment Advisors, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 169477
- Custodians
- 200 SOUTH 108TH AVENUE
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.46%
- Individuals5.54%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Adage Investment Advisors, L.L.C. is an owner-operated advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and shows a clear preference for equity exposures, using exchange-traded vehicles as the central building blocks of client portfolios. Adage does not position itself as an ESG-focused manager and does not appear to pursue institutional pension or multi-state advisory business. Its investment approach appears centered on liquid, listed securities and pooled products suitable for high-net-worth households.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- State & Local Bonds30%
- Cash & Cash Equivalents15%
Contacts
1 of 1Paul Huebner
FounderCRD 2550010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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