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.
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 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.
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.
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.