ADAMS HARKNESS ASSET MANAGEMENT, INC.
CRD #133103 SEC #801-11109 BOSTON, MA 617-371-3900
SEC Registered
Total AUM
$203.1M
Discretionary
$203.1M
Employees
10
Clients
0
Accounts
5
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 16, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, J, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, J, ERIC | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF COMPLIANCE | NA | Control |
| ANDERSON, J, ERIC | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF COMPLIANCE | NA | Control |
| ANDERSON, J, ERIC | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF COMPLIANCE | NA | Control |
| DUNN, KEVIN, JOSEPH | I | CEO, PRESIDENT, DIRECTOR | NA | Control |
| DUNN, KEVIN, JOSEPH | I | CEO, PRESIDENT, DIRECTOR | NA | Control |
| DUNN, KEVIN, JOSEPH | I | CEO, PRESIDENT, DIRECTOR | NA | Control |
| DUNN, KEVIN, JOSEPH | I | CEO, PRESIDENT, DIRECTOR | NA | Control |
| THORS, ELIZABETH, CLUETT | I | CHIEF OPERATING OFFICER | NA | Control |
| VILES, ANDREW, FOSTER | I | GENERAL COUNSEL & DIRECTOR | NA | Control |
| VILES, ANDREW, FOSTER | I | GENERAL COUNSEL & DIRECTOR | NA | Control |
| VILES, ANDREW, FOSTER | I | GENERAL COUNSEL & DIRECTOR | NA | Control |
| VILES, ANDREW, FOSTER | I | GENERAL COUNSEL | NA | Control |
| ZAK, STEPHEN, PETER | I | CHIEF FINANCIAL OFFICER, TREASURER AND DIRECTOR | NA | Control |
| ADAMS HARKNESS FINANCIAL GROUP, INC. | DE | OWNER | E | Control |
| ADAMS HARKNESS FINANCIAL GROUP, INC. | DE | OWNER | E | Control |
| ADAMS HARKNESS FINANCIAL GROUP, INC. | DE | OWNER | E | Control |
| ADAMS, JOHN, WESTON | I | CHAIRMAN, DIRECTOR | B | Control |
| WELLS, HARRY, ELWOOD | I | OWNER | B | |
| FRANKEL, STEVEN, BRUCE | I | OWNER | A | |
| STEBBINS, THEODORE, LEON | I | OWNER | A |
Registrations
Federal
IA
Sep 16, 2005 REGISTERED
Notice Filings (8)
CT FL MA ME NH RI TX VT
Address
99 HIGH ST.12TH FLOOR
BOSTON, MA 2110
USA
Phone: 617-371-3900