Pear Tree Advisors, Inc.

Pear Tree Advisors, Inc. (CRD# 104576) is a financial advisory firm headquartered in Lincoln, MA. They manage $4,748,822,712 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

55 Old Bedford Road, Suite 202, Lincoln, MA 01773

By the Numbers

Total Assets Under Management

4,749

MILLION
Total Number of Accounts

1

ACCOUNTS
Average Account Value

$4,748,822,712

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for investment companies (as well as "business development companies")
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Pear Tree Advisors, Inc.

Showing 1 - 2 of 2 top financial advisors.

Leon Okurowski

CRD#: 351799

Lincoln North, 55 Old Bedford Road, Lincoln, MA 01773

Leon Okurowski (CRD# 351799) is an Investment Advisor Representative working at Pear Tree Advisors, Inc. in Lincoln, MA and has over 44 years of experience in the finance industry.

Willard L. Umphrey

CRD#: 451556

Lincoln North, 55 Old Bedford Road, Lincoln, MA 01773

Willard Umphrey (CRD# 451556) is an Investment Advisor Representative working at Pear Tree Advisors, Inc. in Lincoln, MA and has over 44 years 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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