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TWELVE POINTS WEALTH MANAGEMENT
CONCORD, MA
978-318-9500
SEC #801-108967Total AUM
$2.2B
Employees
25Clients
821Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9 POND LANE
SUITE 3A
CONCORD
MA 01742
United States
SUITE 3A
CONCORD
MA 01742
United States
Operating Hours
7AM-7PM
Monday - Friday
Monday - Friday
Phone
978-318-9500
Other Offices
1
Financials
Total AUM
$2.2B
Accounts
1,928Discretionary
$2.1B
Accounts
1,595Non-Discretionary
$107.9M
Accounts
333
Clients
Individual Clients
511AUM
$316.4M
HNW Individual Clients
83AUM
$337.8M
Pension/Profit Sharing Plan Clients
202AUM
$1.6B
Charitable Organization Clients
9AUM
$6.2M
Corporation or Business Clients
12AUM
$16.9M
Other Clients
4AUM
$2.1K
Description of Other Clients
CORPORATE TRUSTEE
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALCACTFLGAILMANCNHNJNYPARITX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.