Overview
Assets Under Management: $349 million
Headquarters: WESTBOROUGH, MA
High-Net-Worth Clients: 103
Average Client Assets: $2.8 million
Frequently Asked Questions
FACTOR INVESTING GROUP 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 #315131), FACTOR INVESTING GROUP is subject to fiduciary duty under federal law.
FACTOR INVESTING GROUP is headquartered in WESTBOROUGH, MA.
FACTOR INVESTING GROUP serves 103 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, FACTOR INVESTING GROUP offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FACTOR INVESTING GROUP manages $349 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, FACTOR INVESTING GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.00%
Average Client Assets: $2.8 million
Total Client Accounts: 894
Discretionary Accounts: 894
Regulatory Filings
CRD Number: 315131
Filing ID: 2060867
Last Filing Date: 2026-03-19 19:00:26