# ADVISER INVESTMENT MANAGEMENT INC

ADVISER INVESTMENT MANAGEMENT INC of NEWTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 106668
- Type: SEC-registered investment adviser
- SEC file number: 801-47168
- Location: 85 WELLS AVE, NEWTON, MA, 02459
- Phone: 617-321-2200
- Latest filing: 2011-04-05
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 11
- Accounts: 4,544

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| THORNE DAVID HOADLEY | SHAREHOLDER; VP/DIRECTOR; VP, DIRECTOR, TREASURER | — |
| WIENER DANIEL PHILIP | CEO, DIRECTOR; CEO, TREASURER, DIRECTOR; PRESIDENT, TREASURER, DIRECTOR | — |
| SILVER DANIEL FITZSIMMONS | PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR; PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER; VP/DIRECTOR | — |
| LOWELL JAMES HALE | CHIEF INVESTMENT STRATEGIST | — |
| THORNE PETER | SHAREHOLDER | — |
| BEIL MARSHALL | TRUSTEE | — |
| FREUDENHEIM ELLEN | TRUSTEE | — |
| SHIFKE MARK LEWIS | TRUSTEE | — |
| WIENER DANIEL | PRESIDENT, TREASURER, DIRECTOR | — |
| SILVER DANIEL | VP/DIRECTOR | — |
| LOWELL JAMES | CHIEF INVESTMENT STRATEGIST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106668/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106668/similar
- Related entities: https://search.stillhousedata.com/firm/106668/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106668

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.