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Building 2PLEASANT STREET WEALTH ADVISORS, LLC

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Phone(978) 758-1604
NotebookSEC #801-112685
Total AUM
$13.2M
Employees
2
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(978) 758-1604
Other Offices
1

ReceiptFinancials

Total AUM
$13.2M
Accounts
146
Discretionary
$13.2M
Accounts
146
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$1.2M
HNW Individual Clients
9
AUM
$12M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMANY

HandshakeAffiliates

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

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