Nuland & Arshad Inc (Boston)

Name: Nuland & Arshad Inc
Address: 176 Federal St, Boston, MA, 02110 2209
Telephone: 617-261-7687

Nuland & Arshad Inc is a mid-sized advisory firm based in Boston. It manages $80.17 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Nuland & Arshad provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nuland & Arshad: assets under management

The assets under management (AUM) of Nuland & Arshad Inc is $80.17 million. The firm's AUM has gone down by -82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $79.53 million in discretionary accounts and $644.13 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $819.85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $644.13 thousand.

Nuland & Arshad has custody of $80.17 million in cash and securities for 98 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nuland & Arshad Inc for their services and products based on a percentage of assets under management and fixed 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 Nuland & Arshad Inc

Gulrez Arshad has been acting as President since 1 Nov 1989. James Joseph Roche joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gulrez Arshad	Chairman/director	1 Nov 1989	50% - 75%	4343242
James G Nuland	President/treasurer/clerk/chief compliance officer	1 Nov 1989	50% - 75%	831560
Jr. Daniel S. Ellis	Vice president/secretary	1 Jan 2001	Other	4343503
James Joseph Roche	Vice president	1 Jun 2001	Other	4430317

Based in Boston

The principal office where Nuland & Arshad Inc performs its advisory services is located at 176 Federal St, Boston, MA 02110 2209, 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 617-261-7687 or by fax 617-261-1529. 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 na-boston.com.