Tempo Financial Advisors, LLC

Tempo Financial Advisors, LLC (CRD# 147122) is a financial advisory firm headquartered in Needham, MA. They manage $79,274,020 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
75 2nd Ave, Suite 605, Needham, MA 02494
http://www.tempoadvisors.com
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $1,219,600
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Tempo Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Traub, financial advisor Needham MA
Daniel J. Traub
CRD#: 3091754
75 2nd Ave, Suite 605, Needham, MA 02494

Daniel Traub (CRD# 3091754) is an Investment Advisor Representative working at Tempo Financial Advisors, LLC in Needham, MA and has over 25 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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