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Building 2WORCESTER COUNTY FIDUCIARY ADVISORS INC

Map pinWORCESTER, MA
Phone508-753-7300
NotebookSEC #801-47521
Total AUM
$47.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 NORWICH STREET
WORCESTER
MA 01608-2421
United States
Operating Hours
8:45 AM - 4:45 PM
Monday - Friday
Phone
508-753-7300

ReceiptFinancials

Total AUM
$47.6M
Accounts
197
Discretionary
$47.4M
Accounts
187
Non-Discretionary
$165.2K
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INCOME AND ESTATE TAX PREPARATION FOR CLIENTS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMA

HandshakeAffiliates

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

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