Pear Tree Advisors, Inc.

Pear Tree Advisors, Inc. (CRD# 104576) is a financial advisory firm headquartered in Lincoln, MA. They manage $2,559,560,162 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,560
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $2,559,560,162
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
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 Pear Tree Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Leon Okurowski
CRD#: 351799
Lincoln North, 55 Old Bedford Road, Lincoln, MA 01773
83
Wealthminder
score

Leon Okurowski (CRD# 351799) is an Investment Advisor Representative working at Pear Tree Advisors, Inc. in Lincoln, MA and has over 36 years of experience in the finance industry.

2
Willard L. Umphrey
CRD#: 451556
Lincoln North, 55 Old Bedford Road, Lincoln, MA 01773
63
Wealthminder
score

Willard Umphrey (CRD# 451556) is an Investment Advisor Representative working at Pear Tree Advisors, Inc. in Lincoln, MA and has over 36 years of experience in the finance industry.

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