Nuland & Arshad Inc is a mid-sized advisory firm based in Boston. It manages $80.17 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
Nuland & Arshad provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nuland & Arshad Inc is $80.17 million. The firm's AUM has gone down by -82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Nuland & Arshad Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gulrez Arshad has been acting as President since 1 Nov 1989. James Joseph Roche joined the executive team most recently as the Vice President.
The principal office where Nuland & Arshad Inc performs its advisory services is located at 176 Federal St, Boston, MA 02110 2209, 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 617-261-7687 or by fax 617-261-1529. The normal business hours are 9:00 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at na-boston.com.