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Building 2CARRTHAXTON FINANCIAL GROUP

Map pinLEXINGTON, MA
Phone(781) 861-9700
NotebookSEC #801-106513
Total AUM
$139.8M
Employees
6
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 BEDFORD STREET
SUITE 330
LEXINGTON
MA 02420
United States
Operating Hours
9-5
Monday - Friday
Phone
(781) 861-9700
Other Offices
1

ReceiptFinancials

Total AUM
$139.8M
Accounts
384
Discretionary
$139.8M
Accounts
384
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
84
AUM
$17.2M
HNW Individual Clients
100
AUM
$117.2M
Pension/Profit Sharing Plan Clients
1
AUM
$5.1M
Charitable Organization Clients
1
AUM
$222.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMANHWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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