Dividex Management LLC
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Learn more about Dividex Management LLC
Overview
Dividex Management LLC is an advisory company that has its headquarters in Westwood, Massachusetts. It has a small team, including 6 financial advisors. Dividex Management LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets like options, bonds and stocks.
Dividex Management LLC's headquarters is located at 1 University Avenue, Westwood, Massachusetts 2090. The firm is allowed to serve customers in the state of Massachusetts.
Editorial note: Under some conditions, advisors and firms are able to file as exempt reporting advisors with the SEC, meaning they file a shorter version of the Form ADV. As a result, this is all of the available information for Dividex Management LLC. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Dividex Management LLC by the Numbers
6
Fee Structure
Financial advisory fees are based on which services the firm provides the client. However, fee types billed by the company can be comprised of the following fee types: performance-based or other. Dividex Management LLC does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Dividex Management LLC works with state or municipal government entities. Dividex Management LLC's largest client is state or municipal government entities. None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Dividex Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.