Palmerdodge Advisors LLC is a large advisory firm based in Boston. It manages $627.64 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Massachusetts, New Hampshire, and New York.
Palmerdodge Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Palmerdodge Advisors LLC is $627.64 million. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Palmerdodge Advisors LLC 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.
David Osmo Rajala has been acting as President since 1 Jan 2003. Glenn Edgar Murphy joined the executive team most recently as the President, Manager & Cco.
The principal office where Palmerdodge Advisors LLC performs its advisory services is located at 111 Huntington Avenue, Boston, MA 02199 7613, 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 617-239-0100 or by fax 617-227-4420. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.pdadvisors.com.