Bingham Legg Advisers LLC (Boston)

Name: Bingham Legg Advisers LLC
Address: 45 Milk Street, Boston, MA, 02109
Telephone: 617-457-2000

Bingham Legg Advisers LLC is a large advisory firm based in Boston. It manages $1.42 billion of regulatory assets for 1,177 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 25 other states.

Bingham Legg Advisers provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bingham Legg Advisers: assets under management

The assets under management (AUM) of Bingham Legg Advisers LLC is $1.42 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.42 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.21 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bingham Legg Advisers LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Bingham Legg Advisers LLC

Peter Peter Simmons has been acting as President since 1 Jan 1999. Jeffrey Lee Glassman joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bingham Dana Llp	Owner	1 Jan 1999	50% - 75%	04-2255187
Jay Scott Zimmerman	Chairman of the board of directors	1 Jan 1999	Other	4379758
Peter Peter Simmons	President	1 Jan 1999	Other	4379811
Peter Ernest Simmons	President	1 Jan 1999	Other	4379811
Bingham Mccutchen Llp	Owner	1 Jan 1999	50% - 75%	04-2255187
Inc. Legg Mason	Owner	1 Sep 1999	50% - 75%	52-1200960
Moses Gordon Erhlich	Board of directors	1 Sep 1999	Other	4379784
Colin Sankey Marshall	Board of directors	1 Sep 1999	Other	4379788
Roger Paul Joseph	Board of directors	1 Sep 1999	Other	4379793
Charles Walter Cole	Board of directors	1 Sep 1999	Other	2559222
James Allen Miller	Board of directors	1 Sep 1999	Other	822556
Jennifer Ward Reynolds	Board of directors	1 Sep 1999	Other	2663058
Michael Arthur Eckton	Managing director - portfolio management	1 Sep 1999	Other	1969077
Constantine George Pantelis	Managing director - operations/technology	1 Sep 1999	Other	4379820
Elizabeth Bertolozzi	Managing director - client services administration	1 Sep 1999	Other	4379822
Thomas Francis Gibson	Director - compliance/finance	1 Nov 1999	Other	4379721
Edward Joseph Sullivan	Managing director - client development	1 Dec 1999	Other	833055
David Joseph Damico	Director - portfolio management	1 Sep 2000	Other	2233336
John Ward Morris	Director - client development	1 Sep 2000	Other	2024822
Christopher Vincent Martinez	Director - information technology	1 Jun 2001	Other	3223162
Chrisopher Martinez	Managing director - technology	1 Jun 2001	Other	3223162
Peter Lanning Bain	Board of directors	1 Jul 2001	Other	4221890
Hans Francis Olsen	Managing director - chief investment officer	1 May 2003	Other	1664759
Deepak Chowdhury	Board of directors	1 Oct 2003	Other	1770083
Jeffrey Lee Glassman	Managing director	1 Dec 2003	Other	4487250

Based in Boston

The principal office where Bingham Legg Advisers LLC performs its advisory services is located at 45 Milk Street, Boston, MA 02109, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-457-2000 or by fax 617-457-2001. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.binghamlegg.com.