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Building 2BROMFIELD SNEIDER WEALTH ADVISORS, INC.

Map pinWESTWOOD, MA
Phone(617) 252-3400
NotebookSEC #801-67397
Total AUM
$436.7M
Employees
4
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 LOWDER BROOK DRIVE
SUITE 2600
WESTWOOD
MA 02090
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(617) 252-3400

ReceiptFinancials

Total AUM
$436.7M
Accounts
319
Discretionary
$436.7M
Accounts
319
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$11.5M
HNW Individual Clients
96
AUM
$425.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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