Marketsflow, Inc. (Boston)

Name: Marketsflow, Inc.
Address: One International Place, Boston, MA, 02110
Telephone: (617) 820 5103

Marketsflow, Inc. is an internet adviser based in Boston. It manages $360 thousand of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Massachusetts and New Hampshire.

Marketsflow provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marketsflow: assets under management

The assets under management (AUM) of Marketsflow, Inc. is $360 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $360 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60 thousand each.

Investments

The firm invests in cash and cash equivalents the most. They account for 60% of the total AUM. The second-largest asset type is exchange traded securities, which make up 40% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marketsflow, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Marketsflow serves?

The only and largest group of clients of Marketsflow is individuals with 6 clients and $360 thousand of assets under management. Among the 2 most similar advisory firms, Marketsflow has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $360 thousand for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Marketsflow doesn't advise any private funds.

Careers at Marketsflow, Inc.

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marketsflow Ltd	Parent company	1 Jan 2018	75% - 100%	3297024502

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Nash	Ceo and chief compliance officer	1 Jan 2018	75% - 100%	6947406

Based in Boston

The principal office where Marketsflow, Inc. performs its advisory services is located at One International Place, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (617) 820 5103. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at marketsflow.com/ and its LinkedIn profile.