The De Burlo Group, Inc.

The De Burlo Group, Inc. (CRD# 153435) is a financial advisory firm headquartered in Boston, MA. They manage $942,593,000 in 105 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
50 Federal St. 8th Floor, Boston, MA 02110
https://www.linkedin.com/company/de-burlo-group
By the Numbers
  • Total Assets Under Management
    943
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $8,977,076
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, PA, VT

Financial Advisors at The De Burlo Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Comegys De Burlo, financial advisor Boston MA
Comegys R. De Burlo
CRD#: 4571650
50 Federal St. 8th Floor, Boston, MA 02110

Comegys De Burlo (CRD# 4571650) is an Investment Advisor Representative working at The De Burlo Group, Inc. in Boston, MA and has 1 year of experience in the finance industry.

2
Robin Dushman, financial advisor Boston MA
Robin W. Dushman
CRD#: 4569243
50 Federal St. 8th Floor, Boston, MA 02110

Robin Dushman (CRD# 4569243) is an Investment Advisor Representative working at The De Burlo Group, Inc. in Boston, MA and has 1 year of experience in the finance industry.

3
Michael Shade, financial advisor Boston MA
Michael E. Shade
CRD#: 2305087
50 Federal St. 8th Floor, Boston, MA 02110

Michael Shade (CRD# 2305087) is an Investment Advisor Representative working at The De Burlo Group, Inc. in Boston, MA and has over 31 years of experience in the finance industry.

4
Richard Vincent, financial advisor Boston MA
Richard B. Vincent
CRD#: 1823326
50 Federal St. 8th Floor, Boston, MA 02110

Richard Vincent (CRD# 1823326) is an Investment Advisor Representative working at The De Burlo Group, Inc. in Boston, MA and has over 35 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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