Rhumbline Advisers

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Assets Under Management

$123.2B

Number of Clients

358

Number of Advisors

N/A

Avg. Portfolio per Client

$344.0M

Avg. Managed per Advisor

N/A

Compensation

Fee-Only (% of Portfolio)

About This Firm

RhumbLine Advisers provides portfolio management services to institutional clients such as pension plans, profit sharing plans, pooled funds, mutual funds, endowments, foundations, charitable organizations, corporations, labor unions, and other business entities. RhumbLine manages accounts on a discretionary basis only, tracking the performance and risk of a particular index or index blend. RhumbLine may assist Clients with developing investment objectives and an asset allocation strategy, and by providing portfolio structure analysis and asset rebalancing.

Fee Structure

Minimum Investment:$25M

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Areas of Practice

Investment Management

Location

265 Franklin Street, 21st Floor, Boston, MA, 02110-3326

0 Advisors at this firm

No advisors found for this firm.