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Building 2PLASTRIDGE JOEL FLETCHER

Map pinNEWBURYPORT, MA
Phone978-463-9898
NotebookSEC #801-55929
Total AUM
$43.1M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44 MERRIMAC STREET
NEWBURYPORT
MA 01950
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
978-463-9898

ReceiptFinancials

Total AUM
$43.1M
Accounts
8
Discretionary
$0
Accounts
0
Non-Discretionary
$43.1M
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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