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Komack Management Services Inc (Natick)


Komack Management Services Inc is a large advisory firm based in Natick. It manages $37.61 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Massachusetts.

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Komack Management Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Komack Management Services: assets under management

The assets under management (AUM) of Komack Management Services Inc is $37.61 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.47 million in discretionary accounts and $1.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $387.96 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.14 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Komack Management Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Natick

The principal office where Komack Management Services Inc performs its advisory services is located at 214 North Main St, Natick, MA 01760, 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 508-655-0210 or by fax 508-655-0210. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at komack.com.


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