Dividex Management LLC

RIASEC RegisteredEst. 2014
Total AUM
Avg account
$0
Accounts
0
Employees
8
Advisory reps
2

Firm details

Headquarters
Westwood, Massachusetts
CRD number
171322
Registered since
October 10, 2014
Fee structure
Performance Based Fees, Other
Services
Pension Consulting

Firm profile

FINTRX

Overview

Dividex Management LLC is a limited liability company registered with the SEC in 2014 and classified as an institutional registered investment adviser. The firm identifies pension consulting services as its core advisory activity and is explicitly designated as a pension consultant. Ownership is listed as a combination of a domestic entity and an individual. Dividex does not act as a capital allocator and is not positioned as a multi-state or newly formed adviser. It does not identify as an active ESG investor. The firm's fee arrangements include performance-based components alongside other fee structures. Industry affiliations noted in the record include relationships with a law firm and an insurance company, which suggests the firm may coordinate with legal and insurance professionals in delivering consulting services.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • William Adams

    William Adams

    Chief Operating OfficerCRD 7546536

Contacts

1 of 1
  • Irwin Schwartz

    Irwin Schwartz

    President & Managing MemberCRD 6390677

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

Westwood, MA

Norfolk

Location

Westwood, MA

Headquartered in Westwood, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
1 University Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth