Geopolis 5000 Inc is a large advisory firm based in Russell. It manages $45.48 million of regulatory assets for 468 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 3 other states.
Geopolis 5000 provides portfolio management for individuals and small businesses. 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 Geopolis 5000 Inc is $45.48 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Geopolis 5000 Inc for their services and products based on a percentage of assets under management. 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.
The principal office where Geopolis 5000 Inc performs its advisory services is located at 76 Woodland Way, Russell, MA 01071 0440 The mailing address of the firm is P O Box 440, Russell, MA 01071 0440. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 413-572-3970 or by fax 413-572-4597. The normal business hours are 9:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at geopolis5000.com.