Sapers & Wallack Advisors, Inc. is an investment adviser to a business development company based in Cambridge. It manages $7.15 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California and Massachusetts.
Sapers & Wallack Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sapers & Wallack Advisors, Inc. is $7.15 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sapers & Wallack Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Sharon M Theall has been acting as President since 1 Aug 2002. Kathryn Roberts Hall joined the executive team most recently as the Director Of Client Services.
The principal office where Sapers & Wallack Advisors, Inc. performs its advisory services is located at 101 Rogers Street, Cambridge, MA 02142, 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 617-225-2600 or by fax 617-494-5485. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.