RK
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
56 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$92.2M
Fee Structure
I am unable to provide a fee summary because the provided document is a brochure supplement for an advisor and does not contain any fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
11 Apex Drive, Suite 300A #151, Marlborough, MA, 01752
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Greenport Capital Advisors
March 2018 - Present · 7 yrs 10 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.