Ropes Wealth Advisors is an investment advisor in Boston with $7.50 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
320411283
SEC advisor number
801-80238
FINRA CRD number
168615
AUM ?
$6.47 bn
(as of 28 Jul 23)
Accounts
3,632
(as of 28 Jul 23)
Employees
41
(11 investment advisory or research)
Address
Ropes Wealth Advisors
PRUDENTIAL TOWER
800 BOYLSTON STREET
BOSTON
MA 02199-3600
PRUDENTIAL TOWER
800 BOYLSTON STREET
BOSTON
MA 02199-3600
Phone
617-951-7551
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21
13F-HR
Quarterly holdings report by institutional manager
4 Aug 21