Sign in
Create a free account
WELLESLEY FINANCIAL ARCHITECTS, INC
WELLESLEY, MA
781-263-0030
SEC #801-23981Total AUM
$63.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
60 WALNUT ST
WELLESLEY
MA 02481
USA
WELLESLEY
MA 02481
USA
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
781-263-0030
Financials
Total AUM
$63.7M
Accounts
139Discretionary
$63.7M
Accounts
139Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.