Aarp Financial Incorporated (Tewksbury)

Aarp Financial Incorporated is a large advisory firm based in Tewksbury. It manages $207 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of District of Columbia, Louisiana, Maryland, and 5 other states.

Aarp Financial Incorporated provides financial planning services and portfolio management for investment companies. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Aarp Financial Incorporated: assets under management

The assets under management (AUM) of Aarp Financial Incorporated is $207 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 206900% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $207 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $103.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aarp Financial Incorporated for their services and products based on a percentage of assets under management and fixed 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.

Careers at Aarp Financial Incorporated

Larry Chester Renfro has been acting as President since 1 Oct 2005. Richard Mcdaniel Hisey has served as the Chief Investment Officer since 1 Apr 2006. John Wider joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Aarp Services	Parent	1 Jun 2005	75% - 100%	52-2141065
Larry Chester Renfro	President	1 Oct 2005	Other	2155033
Leilani Sanders Hall	Chief compliance officer	1 Oct 2005	Other	1449924
Scott Michael Frisch	Treasurer	1 Nov 2005	Other	5087286
Mika Fitzgerald Sarah	Secretary	1 Nov 2005	Other	5087371
Sarah Fitzgerald Mika	Secretary	1 Nov 2005	Other	5087371
Richard Mcdaniel Hisey	Chief investment officer	1 Apr 2006	Other	1569468
Susan Amber Kirkpatrick	Chief compliance officer	1 Nov 2007	Other	2278283
John Wider	President	1 Feb 2010	Other	5775601

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Aarp	Shareholder	1 Dec 1998	75% - 100%	95-1985500

Based in Tewksbury

The principal office where Aarp Financial Incorporated performs its advisory services is located at Two Highwood Drive, Tewksbury, MA 01876, which is also the mailing address of the firm. An additional office of the firm is in Washington, DC. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 978-614-7600 or by fax 978-863-9811. The normal business hours are 09:00 to 17:00 on Monday - Friday.