Peo Partners, LLC

Peo Partners, LLC (CRD# 311201) is a financial advisory firm headquartered in Boston, MA. They manage $48,091,579 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6 Liberty Square, #268, Boston, MA 02109
https://peo-partners.com/
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $12,022,895
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Peo Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Randolph Cohen, financial advisor Cambridge MA
Randolph B. Cohen
CRD#: 5062460
1770 Massachusetts Avenue #607, Cambridge, MA 02140

Randolph Cohen (CRD# 5062460) is an Investment Advisor Representative working at Peo Partners, LLC in Cambridge, MA and has over 2 years of experience in the finance industry.

2
Rachel Dalton-Viveiros, financial advisor Boston MA
Rachel M. Dalton-Viveiros
CRD#: 7722319
6 Liberty Square, #268, Boston, MA 02109

Rachel Dalton-Viveiros (CRD# 7722319) is an Investment Advisor Representative working at Peo Partners, LLC in Boston, MA and has 1 year of experience in the finance industry.

3
Elisabeth Donohoe, financial advisor New York NY
Elisabeth A. Donohoe
CRD#: 1994926
New York, NY

Elisabeth Donohoe (CRD# 1994926) is an Investment Advisor Representative working at Peo Partners, LLC in New York, NY and has over 28 years of experience in the finance industry.

4
Tarek Eldin, financial advisor Boston MA
Tarek Eldin
CRD#: 7476027
6 Liberty Square, #268, Boston, MA 02109

Tarek Eldin (CRD# 7476027) is an Investment Advisor Representative working at Peo Partners, LLC in Boston, MA and has over 2 years of experience in the finance industry.

5
Jean-louis Lelogeais, financial advisor Boston MA
Jean-louis M. Lelogeais
CRD#: 5065924
6 Liberty Square, #268, Boston, MA 02109

Jean-louis Lelogeais (CRD# 5065924) is an Investment Advisor Representative working at Peo Partners, LLC in Boston, MA and has over 2 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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