Andover Investment Management

RIASEC Registered
Total AUM
$6M
Discretionary
$6M
100% of AUM
Avg account
$1M
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
124046
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, State & Local Bonds 25%, Investment Grade Corp Bonds 15%, US Government Bonds 10%, Cash & Cash Equivalents 10%40%
  • Exchange Traded Equities40%
  • State & Local Bonds25%
  • Investment Grade Corp Bonds15%
  • US Government Bonds10%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Richard Arden

    Senior Portfolio ManagerCRD 874025

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth