Peabody River Asset Management, LLC

Peabody River Asset Management, LLC (CRD# 143644) is a financial advisory firm headquartered in Cambridge, MA. They manage $4,900,000 in 19 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $257,895
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
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.

CA, MA

Financial Advisors at Peabody River Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Adam J. Apt
CRD#: 2913089
Cambridge, MA
96
Wealthminder
score

Adam Apt (CRD# 2913089) is an Investment Advisor Representative working at Peabody River Asset Management, LLC in Cambridge, MA and has over 16 years of experience in the finance industry.

2
Robert A. Budding
CRD#: 5728395
Cambridge, MA
93
Wealthminder
score

Robert Budding (CRD# 5728395) is an Investment Advisor Representative working at Peabody River Asset Management, LLC in Cambridge, MA and has over 5 years of experience in the finance industry.

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