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Building 2ROTHWELL INVESTMENT ADVISORS

Map pinSALEM, MA
Phone978-594-8828
NotebookSEC #801-133979
Total AUM
$187.7M
Employees
5
Clients
709

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11A DERBY SQUARE
SALEM
MA 01970
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
978-594-8828

ReceiptFinancials

Total AUM
$187.7M
Accounts
1,363
Discretionary
$187.7M
Accounts
1,363
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
576
AUM
$94.8M
HNW Individual Clients
131
AUM
$91.9M
Charitable Organization Clients
1
AUM
$7.8K
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMAMENCNENHNJPRTX

HandshakeAffiliates

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

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