Overview
Assets Under Management: $1.1 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 233
Average Client Assets: $4.8 million
Frequently Asked Questions
DAINTREE ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153197), DAINTREE ADVISORS LLC is subject to fiduciary duty under federal law.
DAINTREE ADVISORS LLC is headquartered in BOSTON, MA.
DAINTREE ADVISORS LLC serves 233 high-net-worth clients according to their SEC filing dated November 08, 2018. View client details ↓
According to their SEC Form ADV, DAINTREE ADVISORS LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
DAINTREE ADVISORS LLC manages $1.1 billion in client assets according to their SEC filing dated November 08, 2018.
According to their SEC Form ADV, DAINTREE ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 233
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $4.8 million
Total Client Accounts: 1,226
Discretionary Accounts: 1,127
Non-Discretionary Accounts: 99
Regulatory Filings
CRD Number: 153197
Filing ID: 1249395
Last Filing Date: 2018-11-08 13:03:00