Adams Harkness Asset Management, Inc. is a large advisory firm based in Boston. It manages $140.06 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Connecticut, Florida, Maine, and 5 other states.
Adams Harkness Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Adams Harkness Asset Management, Inc. is $140.06 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Adams Harkness Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Adams Harkness Asset Management, Inc. is owned by Harry Elwood Wells. Theodore Leon Stebbins joined the executive team most recently as the Owner.
The principal office where Adams Harkness Asset Management, Inc. performs its advisory services is located at 99 High St., 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 617-371-3900 or by fax 617-371-3793. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.ahh.com.