Etre LLC

Etre LLC (CRD# 121355) is a financial advisory firm headquartered in Cambridge, MA. They manage $69,878,262 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $1,397,565
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Etre LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paula E. Chauncey
CRD#: 4552477
306 Dartmouth Street, Suite 105, Boston, MA 02116
90
Wealthminder
score

Paula Chauncey (CRD# 4552477) is an Investment Advisor Representative working at Etre LLC in Boston, MA and has 1 year of experience in the finance industry.

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