Overview
Assets Under Management: $495 million
Headquarters: WOBURN, MA
High-Net-Worth Clients: 182
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 182
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.14
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,203
Discretionary Accounts: 1,200
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 293675
Last Filing Date: 2025-02-26 00:00:00
Website: https://altawealthadvisors.com