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BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC
WORCESTER, MA
508-753-8807
SEC #801-136507Total AUM
$0
Employees
0Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
370 MAIN STREET
SUITE 1000
WORCESTER
MA 01608
United States
SUITE 1000
WORCESTER
MA 01608
United States
Operating Hours
8:00 AM TO 4:30 PM EASTERN
Monday - Friday
Monday - Friday
Phone
508-753-8807
Financials
Total AUM
$0
Accounts
0Discretionary
$0
Accounts
0Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAMAMDMENCNHNJNYPARISCTXWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.