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

Building 2COTTAGE STREET ADVISORS

Map pinMARION, MA
Phone(508) 748-0709
NotebookSEC #801-80574
Total AUM
$333.8M
Employees
4
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 COTTAGE STREET
MARION
MA 02738
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
(508) 748-0709
Other Offices
2

ReceiptFinancials

Total AUM
$333.8M
Accounts
405
Discretionary
$333.8M
Accounts
405
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
84
AUM
$31.2M
HNW Individual Clients
51
AUM
$300.1M
Pension/Profit Sharing Plan Clients
1
AUM
$346.4K
Charitable Organization Clients
1
AUM
$2M
Corporation or Business Clients
1
AUM
$133.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANCNHTXVT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account