1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ASHWOOD ADVISORS

Map pinMEDFIELD, MA
Phone508-359-9442
NotebookSEC #801-136062
Total AUM
$126.9M
Employees
3
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 NORTH MEADOWS ROAD
MEDFIELD
MA 02052
United States
Operating Hours
8:30-4:30
Monday - Friday
Phone
508-359-9442
Other Offices
3

ReceiptFinancials

Total AUM
$126.9M
Accounts
195
Discretionary
$71.7M
Accounts
180
Non-Discretionary
$55.2M
Accounts
15

ContactClients

View more in analytics →

Individual Clients
90
AUM
$31.6M
HNW Individual Clients
20
AUM
$95.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account