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Auburndale Investment Management (Boston)


Auburndale Investment Management is a large advisory firm based in Boston. It manages $32.95 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Massachusetts.

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

Auburndale Investment Management: assets under management

The assets under management (AUM) of Auburndale Investment Management is $32.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.65 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Auburndale Investment Management for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in Boston

The principal office where Auburndale Investment Management performs its advisory services is located at 101 Arch St., 9 Th Floor, Boston, MA 02110 1131, 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 617-261-6400 or by fax 617-261-6430. The normal business hours are 9 am to 4:30 pm on Monday - Friday.


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