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Ritrovato, Nicholas A. (Somerville)


Ritrovato, Nicholas A. is a related adviser based in Somerville. It manages $480 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Massachusetts.




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

Ritrovato, Nicholas A: assets under management

The assets under management (AUM) of Ritrovato, Nicholas A. is $480 thousand. The company doesn't manage any assets belonging to foreign clients.


The firm manages $380 thousand in discretionary accounts and $100 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $380 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ritrovato, Nicholas A. 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 Somerville

The principal office where Ritrovato, Nicholas A. performs its advisory services is located at 9 Wesley Park, Somerville, MA 02143 1802, 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 415-786-6426 or by fax 617-830-0194. The normal business hours are by appointment on Monday - Friday.


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