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Building 2MCCARTER PRIVATE WEALTH SERVICES LLC

Map pinBOSTON, MA
Phone617-449-6500
NotebookSEC #801-54171
Total AUM
$427.7M
Employees
6
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
265 FRANKLIN STREET
BOSTON
MA 02110
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
617-449-6500

ReceiptFinancials

Total AUM
$427.7M
Accounts
199
Discretionary
$358.5M
Accounts
155
Non-Discretionary
$69.2M
Accounts
44

ContactClients

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Individual Clients
34
AUM
$20.8M
HNW Individual Clients
83
AUM
$363.1M
Charitable Organization Clients
8
AUM
$38.6M
Corporation or Business Clients
1
AUM
$5.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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