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ONE CHARLES PRIVATE WEALTH
HINGHAM, MA
617-337-4208
SEC #801-109973Total AUM
$1.1B
Employees
7Clients
376Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
99 DERBY STREET
SUITE 100
HINGHAM
MA 02043
United States
SUITE 100
HINGHAM
MA 02043
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
617-337-4208
Other Offices
1
Financials
Total AUM
$1.1B
Accounts
376Discretionary
$882.8M
Accounts
359Non-Discretionary
$211.8M
Accounts
17
Clients
Individual Clients
140AUM
$46.7M
HNW Individual Clients
194AUM
$813.5M
Pension/Profit Sharing Plan Clients
8AUM
$11.9M
Charitable Organization Clients
1AUM
$4.8M
Corporation or Business Clients
18AUM
$10.8M
Other Clients
15AUM
$207M
Description of Other Clients
401K DEFINED CONTRIBUTION PLANS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CREDIT & CASH MGMT AND INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REV SHARE ON ELIGIBLE CREDIT & CASH SOLUTIONS, FOCUS RISK SOL
Compliance
Disclosures
None reported
State Registrations
CACOCTFLIDMAMTNHNYRITXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.