1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE FINANCIAL ADVISORS

Map pinANDOVER, MA
Phone978-475-3242
NotebookSEC #801-63045
Total AUM
$181.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 RAILROAD STREET
ANDOVER
MA 01810
USA
Operating Hours
9-5
Monday - Friday
Phone
978-475-3242

ReceiptFinancials

Total AUM
$181.6M
Accounts
309
Discretionary
$0
Accounts
0
Non-Discretionary
$181.6M
Accounts
309

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account