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EDELSTEIN WEALTH MANAGEMENT, LLC
BOSTON, MA
617.227.6161
SEC #801-63169Total AUM
$15.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
24 SCHOOL STREET
BOSTON
MA 02108
USA
BOSTON
MA 02108
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
617.227.6161
Financials
Total AUM
$15.7M
Accounts
9Discretionary
$0
Accounts
0Non-Discretionary
$15.7M
Accounts
9
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS MONITORED
Compliance
Disclosures
None reported
State Registrations
MA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.