Private Market View

THE FINANCIAL ADVISORS, LLC

Other · ANDOVER, MA

AUM
$2.1M
Portfolio companies
Recorded deals
Last investment

Key facts

  • THE FINANCIAL ADVISORS, LLC is a other based in ANDOVER, MA.
  • THE FINANCIAL ADVISORS, LLC reports $2.1M in regulatory assets under management, per its SEC Form ADV (2025-12).

Registered with the SEC

Form ADV · 2025-12 · CRD 146680
Regulatory AUM
$2.1M
Private fund assets
Private funds
Staff
11
Registered office
ANDOVER, MA
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for THE FINANCIAL ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is THE FINANCIAL ADVISORS, LLC's AUM?
THE FINANCIAL ADVISORS, LLC manages approximately $2.1M in assets.