Pfe Advisors, Inc. is a pension cosultant based in Southborough. It manages $6.36 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, District of Columbia, Maryland, Massachusetts, and Virginia.
Pfe Advisors provides pension consulting services, selection of other advisers, educational seminars and workshops, and sub-adviser pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pfe Advisors, Inc. is $6.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 139% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pfe Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Patrick Matthew Bommarito is pension and profit sharing plans with 123 clients and $6.36 million of assets under management. Among the 3 most similar advisory firms, Pfe Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $6.36 million for 123 clients. None of the firm’s clients are foreign persons or businesses.
Pfe Advisors doesn't advise any private funds.
The company employs 23 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Patrick Matthew Bommarito has been acting as President since 1 Sep 2007. Joseph John Duran joined the executive team most recently as the Managing Director, Chief Executive Officer.
The principal office where Pfe Advisors, Inc. performs its advisory services is located at 153 Cordaville Road, Southborough, MA 01772, which is also the mailing address of the firm. An additional office of the firm is in Hunt Valley, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 508-683-1400 or by fax 508-683-1401. The normal business hours are 9:00 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at pfegroup.com.