Comegys
De Burlo

The De Burlo Group, Inc

CRD#4571650
Investment Advisor
in Boston, MA

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About this Advisor

Comegys De Burlo is a financial advisor based in Boston, Massachusetts, working with The De Burlo Group, Inc. Comegys has previously held a position at The De Burlo Group, Inc and is registered to provide services in Massachusetts. Currently, Comegys is part of The De Burlo Group, Inc, which operates out of Boston, Massachusetts. The firm has 7 employees and manages assets totaling $942.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at The De Burlo Group, Inc includes asset-based, hourly, and fixed fees.

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 Federal St. 8Th Floor
Boston, MA 02110-2509

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The De Burlo Group, Inc Brokerage Details

Total Assets Under Management

$942,593,000

MA Average: $16,012,751,954
Total Number of Employees

7

MA Average: 118
Total Number of Accounts

105

MA Average: 4,567
Average Account Size

$8,977,076

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Comegys De Burlo Work History

1987 - Present (37 years)

The De Burlo Group, Inc

Disclosures

Please visit the SEC profile of Comegys De Burlo 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 The De Burlo Group, Inc

Michael Shade
Boston, MA
Richard Vincent
Boston, MA
Robin Dushman
Boston, MA
Comegys De Burlo
Boston, MA

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