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ETRE LLC
CRD 121355 · SEC 801-124815
135 GARDEN STREET, CAMBRIDGE, MA, 02138-6721, United States
Phone
617-945-9401
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$216.8M
Discretionary AUM
$216.8M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $216.8M |
Official SEC filing: View on IAPD