55i is based out of Boston. 55i is a large advisory firm with 32 clients and discretionary assets under management (AUM) of $315,112,618 (Form ADV from 2020-06-29). Their last reported 13F filing for Q1 2020 included $347,970,000 in managed 13F securities and a top 10 holdings concentration of 41.42%. 55i's largest holding is Schwab Short-Term U.S. Treasury ETF with shares held of 804,283. Whalewisdom has at least 6 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15
|Performance for Q1 2020:||17.0%|
|Performance Last 4 Quarters:||-2.31%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Limited Liability Company|
|Number of employees:||16|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,TAX MANAGEMENT OPTIMIZATION AND ADVICE FOR A FLAT FEE|
|Amount of client funds and securities:|
|Total Number of Clients:||32|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|