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Disch & Associates, LLC (Boston)


Disch & Associates, LLC is a large advisory firm based in Boston. It manages $157.78 million of regulatory assets for 569 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Connecticut, Massachusetts, New Hampshire, and Texas.

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Disch & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Disch & Associates: assets under management

The assets under management (AUM) of Disch & Associates, LLC is $157.78 million. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $134.6 million in discretionary accounts and $23.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $274.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $293.4 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Disch & Associates, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Disch & Associates, LLC performs its advisory services is located at 10 Newbury Street, Boston, MA 02116, 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 617-585-0050 or by fax 617-507-6036. The normal business hours are 9:00am to 4:00pm on Monday - Friday. You can find more information about the New York firm at www.dischandassociates.com.


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