Overview
Assets Under Management: $140 million
Headquarters: LEXINGTON, MA
High-Net-Worth Clients: 54
Average Client Assets: $1.2 million
Frequently Asked Questions
ALTSCHULER FINANCIAL SERVICES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130004), ALTSCHULER FINANCIAL SERVICES is subject to fiduciary duty under federal law.
ALTSCHULER FINANCIAL SERVICES is headquartered in LEXINGTON, MA.
ALTSCHULER FINANCIAL SERVICES serves 54 high-net-worth clients according to their SEC filing dated February 20, 2018. View client details ↓
According to their SEC Form ADV, ALTSCHULER FINANCIAL SERVICES offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ALTSCHULER FINANCIAL SERVICES manages $140 million in client assets according to their SEC filing dated February 20, 2018.
According to their SEC Form ADV, ALTSCHULER FINANCIAL SERVICES serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.79%
Average Client Assets: $1.2 million
Total Client Accounts: 185
Discretionary Accounts: 182
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 130004
Filing ID: 1171715
Last Filing Date: 2018-02-20 16:53:00