Pallas Capital Advisors, Llc

Pallas Capital Advisors, Llc

Braintree, Massachusetts

Pallas Capital Advisors, LLC is a leading investment advisory firm headquartered in Braintree, MA. With a team of 22 dedicated professionals, the majority of whom are investment advisors, Pallas Capital provides top-notch financial guidance and management services. Their expertise is reflected in their impressive average assets under management per investment advisor, which stands at approximately $545,480,000, significantly surpassing industry norms. The firm's compensation structure is designed to align with client needs and preferences. Pallas Capital offers various options, including a percentage of assets under management, h...see more

Assets Under Mgmt

$1.54B

Investment Professionals

20

Locations

4

% 401K & Individual

12%

% Discretionary

97%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Reviews for Pallas Capital Advisors, Llc

Loading...

This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”

Connect with a local financial advisor

By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.

Contact Info

Visit Website