BRATTLE ADVISORS LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
153875
Registered since
April 4, 2011

Firm profile

FINTRX

Overview

Brattle Advisors LLC is an LLC that registered with the SEC as an investment adviser in 2011. The firm is owned by an individual and is classified in regulatory records as unclassified. Public filings indicate it is not structured as a multi-state adviser, is not identified as an active ESG investor, and does not list pension consulting or related-adviser activity. The firm has provided very limited public detail about its business model, client types, fee arrangements, or advisory activities. Regulatory fields for capital allocator status and other operational categories are either negative or not populated, which suggests minimal disclosed operating footprint in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • KATHLEEN CAMISA

    FinOpCRD 3239619

  • ARTHUR CHAMIAN

    Managing PrincipalCRD 4380138

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
53 State Streeet
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth