Andover Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 124046
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Andover Investment Management is a small, privately held limited liability company that provides portfolio management primarily to individual and family clients (also serving small businesses). The firm charges fees based on a percentage of assets under management and describes its core advisory activity as portfolio management for individuals and small businesses. It reports not being an active ESG investor, not operating as a multi-state adviser, and not positioning itself as a pension consultant or capital allocator. Ownership is listed as individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities40%
- State & Local Bonds25%
- Investment Grade Corp Bonds15%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Contacts
1 of 1Richard Arden
Senior Portfolio ManagerCRD 874025
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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