Takeshi Koyama (CRD# 2877662) is an Investment Advisor Representative working at Acf Investment Research, Inc. in Lexington, MA and has over 7 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Chapter Capital Inc. | New York, NY | Feb 2020 - Current | 4 |
| Acf Investment Research, Inc. | Lexington, MA | Nov 2016 - Current | 7 |
| Alternative Investment Research Ltd. | London, | Nov 2015 - Sep 2017 | 1 |
| Balance Partners Ltd. | London, | Oct 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- MA
-
Total Assets Under Management87MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$28,991,276
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MA
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