Balamurugan Cumaresan (CRD# 4034599) is an Investment Advisor Representative working at Siharum Advisors, LLC in Boston, MA and has over 24 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Siharum Advisors, Llc (147957) | Boston, MA | Aug 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
- MA
-
Total Assets Under Management561MILLIONS
-
Total Number of Accounts323ACCOUNTS
-
Average Account Value$1,735,484
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CT, DE, FL, KY, MA, ME, NH, NJ, NY, PA, TX
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