National Financial Services LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 13041
- Registered since
- October 23, 1981
Firm profile
FINTRXOverview
National Financial Services LLC is organized as a limited liability company and is identified as a qualified custodian. The available data frames the firm primarily around custody and related infrastructure rather than investment selection or portfolio management: it is marked as not being a capital allocator and no advisory activities are reported. Ownership is noted as domestic (entity and/or individual), and the firm is not designated as an active ESG investor, pension consultant, multi-state investment adviser, or related adviser in the supplied snapshot.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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
- 245 Summer St
- Time zone
- ET (UTC-5)
- Office locations
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