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Lachowitz Alan David (Oak Bluffs)


Lachowitz Alan David is an adviser based in Oak Bluffs. It manages $27.01 million of regulatory assets for 165 client accounts. It has been registered with the SEC as an adviser since 2001.

Lachowitz Alan David provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lachowitz Alan David: assets under management

The assets under management (AUM) of Lachowitz Alan David is $27.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $163.71 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lachowitz Alan David 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.

Based in Oak Bluffs

The principal office where Lachowitz Alan David performs its advisory services is located at 14 Harvester Way, Oak Bluffs, MA 02557 The mailing address of the firm is Rr1 Box 479 P, Edgartown, MA 02539. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-696-3791 or by fax 508-696-3791. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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