Overview
Assets Under Management: $780 million
Headquarters: WOBURN, MA
High-Net-Worth Clients: 5
Average Client Assets: $79 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.42
Average High-Net-Worth Client Assets: $79 million
Total Client Accounts: 2,438
Discretionary Accounts: 2,438
Regulatory Filings
CRD Number: 144235
Filing ID: 1958801
Last Filing Date: 2025-03-14 16:02:00
Website: https://93fg.com