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Aberdeen America Inc. (Boston)


Aberdeen America Inc. is a large advisory firm based in Boston. It manages $61.95 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

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

Aberdeen America: assets under management

The assets under management (AUM) of Aberdeen America Inc. is $61.95 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $61.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.58 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aberdeen America Inc. 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 Boston

The principal office where Aberdeen America Inc. performs its advisory services is located at 10 Union Wharf, Boston, MA 02109, 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 617-248-0500 or by fax 617-248-0560. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at aberdeenamerica.com.


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