Downey Capital Management, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 133317
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.42%
- Charitable Organizations7.58%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Downey Capital Management, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm provides fee-based portfolio management services to both individual/family clients and institutional or business clients, charging a percentage of assets under management. Its advisory work is focused on direct portfolio management for individuals and small businesses as well as for businesses or institutional entities. The firm does not identify as an active ESG investor, is not a pension consultant, and does not operate as a capital allocator or related adviser. An industry affiliation with a law firm is noted in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
3 of 4Doris Downey
Director and TreasurerCRD 5228777
Walter Downey
Portfolio ManagerCRD 71317

Alicia Downey
Founder and PrincipalCRD 5283170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 155 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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