Company Overview
- Headquarters
- 85 Wells Ave Ste 109, Newton MA
- Website
- adviserinvestments.com
- Phone
- (800) 492-6868
- Employees
- 63
- Founded in
- 1994
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52393 CompaniesNAICS Code 52 CompaniesNAICS Code 523 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$40B
Who is Adviser Investments
Samuelson & Co. is a financial services firm located in Newton, Massachusetts. The company employs 63 people and manages over $8 billion in assets. Samuelson & Co. offers a range of investment management services, including wealth management, tax planning, and retirement planning. They cater to individuals, institutions, and foundations. Their investment portfolios encompass actively managed funds, ETFs, and socially responsible investments. Samuelson & Co. distinguishes itself through its expertise in tactical asset allocation strategies. They pride themselves on providing personalized service and building long-term relationships with their clients. For more information about Samuelson & Co., please visit www.adviserinvestments.com or call 800-492-6868.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 40M | 24 | Cambridge, MA | 2011 | |
| 39M | 259 | 1996 | ||
| 39M | 32 | Lansing, MI | 1967 | |
| 39M | 7 | New York, NY | ||
| 39M | 12 | Dana Point, CA | 1987 |