Bank Of Ireland Asset Management Us Ltd is a large advisory firm based in Dublin 4. It manages $2.15 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Massachusetts, New Hampshire, and Oklahoma.
Bank Of Ireland Asset Management Us provides 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 Bank Of Ireland Asset Management Us Ltd is $2.15 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -91% 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 Bank Of Ireland Asset Management Us Ltd 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.
Thomas Aloysius Finlay has been acting as President since 1 Feb 1987. Rosemary Catherine Mahon joined the executive team most recently as the Director, Chief Compliance Officer.
The principal office where Bank Of Ireland Asset Management Us Ltd performs its advisory services is located at 40 Mespil Road, Dublin 4, The mailing address of the firm is 300 First Stamford Place, Stamford, CT 06902. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 011 3531 637 8000 or by fax 011 3531 637 8100. The normal business hours are 09.00am - 05.00pm (gmt) on Monday - Friday. You can find more information about the New York firm at www.biam.ie.