033 Asset Management LLC (Waltham)

033 Asset Management provides market timing 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.

033 Asset Management: assets under management

The assets under management (AUM) of 033 Asset Management LLC is $14.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.69 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay 033 Asset Management LLC for their services and products based on a percentage of assets under management and performance-based 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in Waltham

The principal office where 033 Asset Management LLC performs its advisory services is located at 271 Waverley Oaks Road, Waltham, MA 02452, which is also the mailing address of the firm. An additional office of the firm is in Orinda, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-647-2115 or by fax 781-647-2102. The normal business hours are 6:00 a.m. to 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.033growth.com * our website is password protected and available only to limited partners..

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