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HIRST WEALTH MANAGEMENT, INC.
508-636-3595
SEC #801-61273Total AUM
$64M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
508-636-3595
Financials
Total AUM
$64M
Accounts
274Discretionary
$64M
Accounts
274Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.