Loge Solutions, LLC is a large advisory firm based in Boston. It manages $263.91 million of regulatory assets for 306 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Colorado, Florida, Massachusetts, and New York.
Loge Solutions provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and options market signals. 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 Loge Solutions, LLC is $263.91 million. The firm's AUM has grown by 1064% 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 Loge Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based 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 principal office where Loge Solutions, LLC performs its advisory services is located at 50 Congress Street, Boston, MA 02109, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-928-4690 or by fax 800-928-7624. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at log-e.com.