Pear Tree Advisors, Inc.

Pear Tree Advisors, Inc. (CRD# 104576) is a financial advisory firm headquartered in Lincoln, MA. They manage $3,030,098,838 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,030
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $3,030,098,838
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 - 3 of 3 top financial advisors.
1
Alina Monisov
CRD#: 6235159
55 Old Bedford Road, Suite 202, Lincoln, MA 01773
90
Wealthminder
score

Alina Monisov (CRD# 6235159) is an Investment Advisor Representative working at Pear Tree Advisors, Inc. in Lincoln, MA and has over 3 years of experience in the finance industry.

2
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 38 years of experience in the finance industry.

3
Willard L. Umphrey
CRD#: 451556
Lincoln North, 55 Old Bedford Road, Lincoln, MA 01773
66
Wealthminder
score

Willard Umphrey (CRD# 451556) is an Investment Advisor Representative working at Pear Tree Advisors, Inc. in Lincoln, MA and has over 38 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.