Standard Group Holdings LLC is a pension cosultant based in Boston. It manages $18.7 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
Standard Group Holdings provides portfolio management for individuals and small businesses 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 Standard Group Holdings LLC is $18.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% 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 Standard Group Holdings LLC 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.
Michael Burr Stevens has been acting as President since 1 Apr 2002. Marcia Ann Oliva joined the executive team most recently as the Member.
The principal office where Standard Group Holdings LLC performs its advisory services is located at 50 Congress Street, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-228-5120 or by fax 617-367-8292. The normal business hours are 9-5 on Monday - Friday.