Rhumbline Advisers is a large advisory firm based in Boston. It manages $4.93 billion of regulatory assets for 109 client accounts. It has been registered with the SEC as an adviser since 2001.
Rhumbline Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. 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 Rhumbline Advisers is $4.93 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Rhumbline Advisers for their services and products based on a percentage of assets under management. 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.
Ed Ek has served as the Chief Investment Officer since 1 Dec 2002. Denise Andrea Sexeny joined the executive team most recently as the Marketing Director.
The principal office where Rhumbline Advisers performs its advisory services is located at 30 Rowes Wharf Suite 350, Boston, MA 02110, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-345-0434 or by fax 617-345-0675. 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 www.rhumblineadvisers.com.