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Building 2LEXINGTON/BRIDGEWATER WEALTH MANAGEMENT, LLC

Map pinLEXINGTON, MA
Phone781-860-7745
NotebookSEC #801-63333
Total AUM
$208M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1666 MASSACHUSETTS AVENUE
LEXINGTON
MA 02420
USA
Operating Hours
9:00 AAM - 5:30 PM
Monday - Friday
Phone
781-860-7745

ReceiptFinancials

Total AUM
$208M
Accounts
642
Discretionary
$0
Accounts
0
Non-Discretionary
$208M
Accounts
642

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MAMDNHNJNYTN

HandshakeAffiliates

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

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