A complete list of active advisors currently associated with 147th Group LLC
Warmer can help you find a great advisor at 147th Group LLC or one who fits your needs even better.
147th Group provides discretionary portfolio management and ongoing investment oversight to individuals, high‑net‑worth clients, and retirement accounts, including pension and profit‑sharing plans. The firm documents each client's goals and risk tolerance in an Investment Policy Statement and typically recommends dividend and growth equities, mutual funds, ETFs, fixed income, and Treasury Inflation‑Protected Securities. The investment process combines fundamental, quantitative, technical and charting analysis and is oriented toward long‑term trading, with portfolio construction and monitoring tied to each client's documented time horizon and risk profile. 147th Group requires discretionary authority to execute its strategies and states it seeks fair and equitable allocation of investment opportunities across client accounts. Notably, the firm offers performance‑based fee arrangements for qualified clients and discloses measures to address the attendant conflicts of interest, a feature not commonly found among independent advisers. It also works with pension/profit‑sharing plans, maintains custody relationships through Schwab Institutional, and discloses that it does not aggregate trades for multiple clients, which may affect execution relative to peers that use block trading.
To learn more about the advisors currently working at 147th Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Boca Raton, FL
| 38
|
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