Allocation Plus Asset Management Co Inc (Boston)

Name: Allocation Plus Asset Management Co Inc
Address: 205 Portland Street, Boston, MA, 02114 1809
Telephone: 617-723-1407 X305

Allocation Plus Asset Management Co Inc is a large advisory firm based in Boston. It manages $85.75 million of regulatory assets for 858 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Maine, Massachusetts, and 3 other states.

Allocation Plus Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and market timing 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.

Allocation Plus Asset Management: assets under management

The assets under management (AUM) of Allocation Plus Asset Management Co Inc is $85.75 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $51.99 million in discretionary accounts and $33.76 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $101.94 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $97.01 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Allocation Plus Asset Management Co Inc 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.

Careers at Allocation Plus Asset Management Co Inc

Bradford Chester Bleidt has been acting as President since 1 Jul 1993. George Raftopoulos has served as the Chief Investment Officer since 1 Jul 1993. James Edmund Keefe joined the executive team most recently as the Chief Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bradford Chester Bleidt	President/ceo	1 Jul 1993	75% - 100%	1059383
George Raftopoulos	Chief investment officer	1 Jul 1993	Other	1749955
James Xavier Mccarty	Chief compliance officer	1 Jul 1993	Other	847634
James Edmund Keefe	Chief investment officer	1 Jul 2001	Other	1207429

Based in Boston

The principal office where Allocation Plus Asset Management Co Inc performs its advisory services is located at 205 Portland Street, Boston, MA 02114 1809, which is also the mailing address of the firm. An additional office of the firm is in Braintree, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-723-1407 X305 or by fax 617-723-1410. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.allocationplus.com.