Etre LLC

Etre LLC (CRD# 121355) is a financial advisory firm headquartered in Cambridge, MA. They manage $172,662,645 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
135 Garden Street, Cambridge, MA 02138
By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $3,197,456
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
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 Chauncey, financial advisor Boston MA
Paula E. Chauncey
CRD#: 4552477
306 Dartmouth Street, Suite 105, Boston, MA 02116

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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