Overview

Assets Under Management: $2.6 billion
Headquarters: BOSTON, MA

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Clients


Total Client Accounts: 10,401
Discretionary Accounts: 10,401

Regulatory Filings

CRD Number: 41791
Filing ID: 2006487
Last Filing Date: 2025-07-29 14:21:00
Website: https://santanderinvestments.com