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Building 2WOODSIDE WEALTH MANAGEMENT

Map pinFRAMINGHAM, MA
Phone508-655-0210
NotebookSEC #801-107353
Total AUM
$266.6M
Employees
4
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 SPEEN STREET
2ND FLOOR
FRAMINGHAM
MA 01701
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
508-655-0210

ReceiptFinancials

Total AUM
$266.6M
Accounts
401
Discretionary
$266.4M
Accounts
396
Non-Discretionary
$248K
Accounts
5

ContactClients

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Individual Clients
22
AUM
$6.8M
HNW Individual Clients
88
AUM
$259.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMAMENHTX

HandshakeAffiliates

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

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