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Building 2CRAIG DUVARNEY, CFP

Map pin
Phone978-772-2156
NotebookSEC #801-111957
Total AUM
$371M
Employees
1
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
978-772-2156

ReceiptFinancials

Total AUM
$371M
Accounts
681
Discretionary
$368.2M
Accounts
672
Non-Discretionary
$2.7M
Accounts
9

ContactClients

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Individual Clients
32
AUM
$20.6M
HNW Individual Clients
120
AUM
$350.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHRITX

HandshakeAffiliates

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

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