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Gayle Helene Buff (Newton)


Gayle Helene Buff is a large advisory firm based in Newton. It manages $42 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

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Gayle Helene Buff provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gayle Helene Buff: assets under management

The assets under management (AUM) of Gayle Helene Buff is $42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $600 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gayle Helene Buff for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Newton

The principal office where Gayle Helene Buff performs its advisory services is located at 111 Hyde Street, Newton, MA 02461, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-641-2377 or by fax 617-332-6326. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.buffcapital.com.


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