Macroaxis: Personalized Investing

Personalized Investing and

Digital Wealth Optimization

Benchmark  United States  NYSE  10,875   9.9912 Index Moved Up 0.092%  

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User TypeAdvisor
Entity NameBreckinridge Capital Advisors Inc
SEC Registration # 
Minimum Invetsment Required0.0
Assets Under Managment$ 4.75 B

Contact Details

LocationBoston, Massachusetts
Postal Code 
CountryUnited States
Web Site
Sign In to check out Breckinridge_Capital_Advisors_Inc and other financial advisors in the area. As a registered user you will also get following benefit from Macroaxis membership:
Macroaxis: Aggregate all your portfolios
 Best Portfolio Management and Performance Monitoring Solution on Internet. Macroaxis: Show Other Markets
Macroaxis: Benchmark your performance against other investors
 Easy to use Portfolio Optimization Tools which money managers have used for years. Macroaxis: Show Other Markets
Macroaxis: Assemble, optimize and rebalance
 Know your risk and identify high risk, low return stocks in your portfolio. Macroaxis: Show Other Markets
Attention   Did we mention you get a lot of these benefits for free? Get Started With Macroaxis
 Name Location  Net Rating 
 Babson Capital Management LLC  Boston  MA 0
 Shepherd Kaplan LLC  Boston  MA 0
 Breckinridge Capital Advisors Inc  Boston  MA 0
 John Hancock Life Insurance Co  Boston  MA 0
 Summit Partners V L.P.  Boston  MA 0
 Cambridge Associates LLC  Boston  MA 0
 Panagora Asset Management Inc  Boston  MA 0
 Geode Capital Management LP  Boston  MA 0
 Standish Mellon Asset Management Co  Boston  MA 0
 Wilkins Investment Counsel Inc  Boston  MA 0
Financial advisors use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals. The SEC typically regulates investment advisers that have assets under management in excess of $25,000,000. Investment advisers that do not meet this threshold generally are regulated by the states. The SEC registers IA firms but does not separately register individual representatives of IA firms. The states register IA firms, and many separately register individual investment adviser representatives. Currently, you can only search for IA firms on this website. In the future, this website also will provide the ability to search for individual investment adviser representatives. In 1996 Congress amended the Investment Advisers Act of 1940 to require that the SEC establish a readily accessible electronic process to respond to public inquiries about investment advisers and their disciplinary information. The SEC created this website to satisfy Congress’ mandate.

Refer to the following references to for additional information before selecting your Financial Advisor

IARD  Investment Adviser Registration Depository  Investment Adviser Registration Depository
Investment Adviser Search  Search for an Investment Adviser Firm  Search for an Investment Adviser Firm
U.S. Department of Labor: Financial Advisors  Bureau of Labor Statistics  Bureau of Labor Statistics: Financial Advisors
FINRA  Financial Industry Regulatory Authority  Financial Industry Regulatory Authority
AAFM  American Academy of Financial Management  American Academy of Financial Management
CFP  Certified Financial Planner Board of Standards  Certified Financial Planner Board of Standards
FPA  Financial Planning Association  Financial Planning Association

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