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Dworsky Alan Jacob (Boston)


Dworsky Alan Jacob is a large advisory firm based in Boston. It manages $136.42 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

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

Dworsky Alan Ja: assets under management

The assets under management (AUM) of Dworsky Alan Jacob is $136.42 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $136.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $34.11 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dworsky Alan Jacob for their services and products based on a percentage of assets under management. 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 Boston

The principal office where Dworsky Alan Jacob performs its advisory services is located at Three Post Office Square, Boston, MA 02109, 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 617-423-7707 or by fax 617-423-6707. The normal business hours are 9:15am to 5:15pm on Monday - Friday.


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