Housatonic Partners (CRD# 157618) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,379,395,940 in 15 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1,379MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$91,959,729
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)