Babson United Investment Advisors Inc (Watertown)

Babson United Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Babson United Investment Advisors: assets under management

The assets under management (AUM) of Babson United Investment Advisors Inc is $1.18 billion. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $483 million in discretionary accounts and $699.54 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $806.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $824.93 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Babson United Investment Advisors 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.

Indirect Owners

The SEC currently registers 15 indirect owners.

Based in Watertown

The principal office where Babson United Investment Advisors Inc performs its advisory services is located at 400 Talcott Ave, Watertown, MA 02472, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-235-0900 or by fax 617-924-9683. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.babson.com.

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