Overview
Assets Under Management: $550 million
Headquarters: WINCHESTER, MA
High-Net-Worth Clients: 150
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.97
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,614
Discretionary Accounts: 1,614
Regulatory Filings
CRD Number: 156452
Last Filing Date: 2025-02-04 00:00:00
Website: https://bostonstandardwealth.com