Mark
Bogar
Pallas Capital Advisors, LLC
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About this Advisor
Mark Bogar is a chartered financial analyst working in Braintree, Massachusetts with a total of 3 years of industry experience. Bogar is on the advisory team at Pallas Capital Advisors, LLC. The advisor has gained experience at Bny Mellon, Gwm Advisors, LLC and Pallas Capital Advisors, LLC. Bogar is able to serve investors in Massachusetts. Pallas Capital Advisors, LLC is a business operating out of Braintree, MA. It has offices in four locations and a total of 22 employees. It oversees $2 billion in assets under management across its 2,675 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 2,675 customer accounts, 38% are associated with high-net-worth individuals who have more than $1 million in assets. The firm has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by Pallas Capital Advisors, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pallas Capital Advisors, LLC Brokerage Details
$1,539,021,289
22
2,675
$575,335
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Mark Bogar Work History
Mark has been registered as a financial advisor for 3 years.*
Pallas Capital Advisors, LLC
Gwm Advisors, LLC
Bny Mellon
*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 Mark Bogar 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 Pallas Capital Advisors, LLC
Newport, RI
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Newport, RI
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