Adviser Investment Management Inc (Newton)

Name: Adviser Investment Management Inc
Address: 85 Wells Ave Suite 109, Newton, MA, 02459
Telephone: 617-321-2200

Adviser Investment Management Inc is a large advisory firm based in Newton. It manages $1.34 billion of regulatory assets for 4,544 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 41 other states.

Adviser Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Adviser Investment Management: assets under management

The assets under management (AUM) of Adviser Investment Management Inc is $1.34 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 325% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.34 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $294.44 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Adviser Investment Management Inc 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.

Careers at Adviser Investment Management Inc

David Hoadley Thorne has been acting as President since 1 Jul 1994. Daniel P. Wiener Grantor Retained Annuity Trust Ua 08042009 joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Hoadley Thorne	Vp/director	1 Jul 1994	Other	4361184
Daniel Wiener	President, treasurer, director	1 Jul 1994	50% - 75%	2541741
Daniel Silver	Vp/director	1 Jul 1994	Other	2555413
Peter Thorne	Shareholder	1 Jul 1994	Other	2556965
Daniel Fitzsimmons Silver	Vp/director	1 Jul 1994	Other	2555413
Daniel Philip Wiener	President, treasurer, director	1 Jul 1994	25% - 50%	2541741
James Lowell	Chief investment strategist	1 Sep 1999	Other	2771544
James Hale Lowell	Chief investment strategist	1 Sep 1999	Other	2771544
Daniel P. Wiener Grantor Retained Annuity Trust Ua 08042009	Shareholder	1 Aug 2009	Other	90-6147175
Marshall Beil	Trustee	1 Aug 2009	Other	5903150
Ellen Freudenheim	Trustee	1 Aug 2009	Other	5903151
Mark Lewis Shifke	Trustee	1 Aug 2009	Other	4614034

Based in Newton

The principal office where Adviser Investment Management Inc performs its advisory services is located at 85 Wells Ave Suite 109, Newton, MA 02459, 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 617-321-2200 or by fax 617-321-2210. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.adviserinvestment.com.