Major League Investments, Inc. (Salem)


Major League Investments, Inc. is an adviser based in Salem. It manages $34.59 million of regulatory assets for 195 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Massachusetts and New Hampshire.

Logo

Major League Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Major League Investments: assets under management

The assets under management (AUM) of Major League Investments, Inc. is $34.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.38 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Major League Investments, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, 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.

Careers at Major League Investments, Inc.

Michael Scott Finer has been acting as President since 1 Dec 1996. David L Henry joined the executive team most recently as the Investment Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Michael Scott Finer President/chief compliance officer 1 Dec 1996 50% - 75% 2657455
Stephen George Anastos Non-executive 1 Jan 2000 Other 4897676
Nathan Israel King Chief compliance officer 1 Jan 2006 Other 5326410
David L Henry Investment officer 1 Jan 2010 Other 2285081

Based in Salem

The principal office where Major League Investments, Inc. performs its advisory services is located at 530 Loring Avenue, Salem, MA 01970, 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 978-740-1011 or by fax 978-744-8240. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.majorleagueinvest.com.