Daintree Advisors LLC is a large advisory firm based in Boston. It manages $1.04 billion of regulatory assets for 1,330 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Connecticut, Florida, and 7 other states.
Daintree Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and workshops, and trust services/administrative services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Daintree Advisors LLC is $1.04 billion. The firm's AUM has grown by 230% 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 Daintree Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Daintree Advisors is high net worth individuals with 242 clients and $1.04 billion of assets under management. Among the 12 most similar advisory firms, Daintree Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.04 billion for 242 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Daintree Advisors doesn't advise any private funds.
The company employs 28 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 14 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Daintree Advisors LLC performs its advisory services is located at 100 High Street, Boston, MA 02110 1781, which is also the mailing address of the firm. An additional office of the firm is in Toluca Lake, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-848-3410. 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 daintreeadvisors.com.