Overview
Assets Under Management: $130.2 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 49
Average Client Assets: $88.1 million
Frequently Asked Questions
STANDISH 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 #113972), STANDISH is subject to fiduciary duty under federal law.
STANDISH is headquartered in BOSTON, MA.
STANDISH serves 49 high-net-worth clients according to their SEC filing dated November 15, 2017. View client details ↓
According to their SEC Form ADV, STANDISH offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
STANDISH manages $130.2 billion in client assets according to their SEC filing dated November 15, 2017.
According to their SEC Form ADV, STANDISH serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.31%
Average Client Assets: $88.1 million
Total Client Accounts: 1,742
Discretionary Accounts: 1,721
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 113972
Filing ID: 1151208
Last Filing Date: 2017-11-15 17:35:00