Brooks
Anderson
Twin Focus Capital Partners, LLC
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About this Advisor
Brooks Anderson is a financial advisor working out of Boston, Massachusetts with a total of 1 year of industry experience. Anderson is an employee of Twin Focus Capital Partners, LLC. Throughout their career, Anderson has worked at Trummer'S On Main, Nv Pools, Clear Blue Pools, Trattoria Villagio, North Country Camps, Axios Institute, University Of Virginia, Centreville High School, Hunter Lewis, LLC and Twinfocus Capital Partners, LLC. Anderson holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Massachusetts. Twin Focus Capital Partners, LLC is an advisory firm based out of Boston, MA. It has a total of 35 financial advisors. It handles $3 billion in assets under management across its 75 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 75 customer accounts, 80% are associated with high-net-worth clients who have greater than $1 million in investable assets. Twin Focus Capital Partners, LLC provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management are based on the financial services. Fee types charged by Twin Focus Capital Partners, LLC may include any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Twin Focus Capital Partners, LLC Brokerage Details
$3,008,921,376
35
75
$40,118,952
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brooks Anderson Work History
Brooks has been registered as a financial advisor for 1 years.*
Twinfocus Capital Partners, LLC
Hunter Lewis, LLC
Axios Institute
North Country Camps
Trattoria Villagio
University Of Virginia
Clear Blue Pools
Trummer'S On Main
Nv Pools
Centreville High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brooks Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Twin Focus Capital Partners, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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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