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Yankee Advisers LLC (Waltham)


Yankee Advisers LLC is a large advisory firm based in Waltham. It manages $32.26 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

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Yankee Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Yankee Advisers: assets under management

The assets under management (AUM) of Yankee Advisers LLC is $32.26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.13 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yankee Advisers LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Waltham

The principal office where Yankee Advisers LLC performs its advisory services is located at 404 Wyman Street, Waltham, MA 02451, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-895-9994 or by fax 781-895-4944. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.yankeeadvisers.com.


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