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The Financial Advisors, LLC

CRD 146680SEC# 801-68921Andover, MA
Export (members)
No longer SEC-registered. The Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.11B
Employees
11
Accounts
2,146
Location
Andover, MA

The Financial Advisors, LLC assets under management

The Financial Advisors, LLC is an SEC-registered investment adviser based in Andover, MA. It reports $1.1 billion in regulatory assets under management and employs 11 people.

The Financial Advisors, LLC owners & executives

10 reported
NameTitleOwnershipSince
Anna V LarinaMember And Office Administrator5-10%2012
Janet ChoquetteMember And Tax AccountantUnder 5%2023
Kelly O'RourkeMember And Operations AdminUnder 5%2025
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Frequently asked questions

How much does The Financial Advisors, LLC manage?

The Financial Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does The Financial Advisors, LLC have?

The Financial Advisors, LLC reports 11 employees.

Where is The Financial Advisors, LLC located?

The Financial Advisors, LLC is based in Andover, MA.

Does The Financial Advisors, LLC disclose fund performance?

The Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address26 Essex Street, Andover, MA 01810
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$1.09B
Non-discretionary$13.5M
Total (RAUM)$1.11B