Overview
Assets Under Management: $173 million
Headquarters: CAMBRIDGE, MA
High-Net-Worth Clients: 53
Average Client Assets: $4 million
Frequently Asked Questions
ETRE 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 #121355), ETRE LLC is subject to fiduciary duty under federal law.
ETRE LLC is headquartered in CAMBRIDGE, MA.
ETRE LLC serves 53 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, ETRE LLC offers financial planning and portfolio management for individuals. View all service details ↓
ETRE LLC manages $173 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, ETRE LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.07
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 54
Discretionary Accounts: 54
Regulatory Filings
CRD Number: 121355
Last Filing Date: 2024-03-22 00:00:00