Michael
Audrain

Transatlantique Private Wealth LLC

CRD#7101089
Investment Advisor
in Boston, MA

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About this Advisor

Michael Audrain is a financial advisor based in Boston, Massachusetts, working with Transatlantique Private Wealth LLC. Michael has previously held positions at Banque Transatlantique UK and Transatlantique Private Wealth LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Michael is part of Transatlantique Private Wealth LLC, which operates out of Boston, Massachusetts. The firm has 2 offices and 8 employees. The firm manages assets totaling $595.3 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Transatlantique Private Wealth LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

10 Post Office Square Suite 800 South
Boston, MA 02109

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Transatlantique Private Wealth LLC Brokerage Details

Total Assets Under Management

$595,329,700

MA Average: $7,464,549,021
Total Number of Employees

8

MA Average: 88
Total Number of Accounts

311

MA Average: 3,892
Average Account Size

$1,914,243

MA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Michael Audrain Work History

2019 - Present (5 years)

Transatlantique Private Wealth LLC

2007 - 2019 (12 years)

Banque Transatlantique Uk

Disclosures

Please visit the SEC profile of Michael Audrain 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 Transatlantique Private Wealth LLC

Thomas Wopat-Moreau
New York, NY
Antoine Piron
San Francisco, CA
Jerome Khaski
New York, NY
William Levesque
New York, NY
Louiza Ferrara
New York, NY
Xavier Volatier
New York, NY
Michael Audrain
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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