Khurram
Gillani

Breckinridge Capital Advisors Inc

CRD#6707878
Investment Advisor
in Boston, MA

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About this Advisor

Khurram Gillani is a financial advisor based in Boston, Massachusetts with 7 years of relevant experience. Gillani is currently employed by Breckinridge Capital Advisors Inc. They have been employed by Breckinridge Capital Advisors Inc for their complete career. Gillani has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Massachusetts. Breckinridge Capital Advisors Inc is a company operating out of Boston, MA. The firm has a total of 91 financial advisors. It handles $42 billion in total assets among its 16,930 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 726 charities and foundations. Of its 16,930 customer accounts, 38% belong to high-net-worth investors who have more than $1 million in investable assets. Breckinridge Capital Advisors Inc provides a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules typically depend on which services the firm provides the client. Fees billed by Breckinridge Capital Advisors Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

125 High Street Oliver Street Tower, 4Th Floor
Boston, MA 02110

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Breckinridge Capital Advisors Inc Brokerage Details

Total Assets Under Management

$42,249,722,749

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

91

MA Average: 118
Total Number of Accounts

16,930

MA Average: 4,567
Average Account Size

$2,495,554

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Khurram Gillani Work History

Khurram has been registered as a financial advisor for 7 years.*

2012 - Present (12 years)

Breckinridge Capital Advisors

*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 Khurram Gillani 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 Breckinridge Capital Advisors Inc

Ji Young Jung
San Diego, CA
Patrick Araujo-Lipine
San Diego, CA
Khurram Gillani
Boston, MA
Jeffrey Glenn
Boston, MA
Brian Kelleher
Boston, MA
Benjamin Clough
Boston, MA
Ryan Mendoza
San Diego, CA
Margaret Fitzpatrick
San Diego, CA

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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