Queensboro Advisors, LLC is a pension cosultant based in Boston. It manages $1.03 billion of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Massachusetts.
Queensboro Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. 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 Queensboro Advisors, LLC is $1.03 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 89% 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 Queensboro Advisors, LLC for their services and products based on a percentage of assets under management 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.
Warren Naphtal has been acting as President since 1 Aug 2000. Douglas Fraser Maclean joined the executive team most recently as the Chief Compliance Officer.
The principal office where Queensboro Advisors, LLC performs its advisory services is located at 75 State 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 781-899-8200 or by fax 781-890-2703. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.queensboroadvisors.com.