Overview
Assets Under Management: $437 million
Headquarters: WESTWOOD, MA
High-Net-Worth Clients: 96
Average Client Assets: $4.4 million
Frequently Asked Questions
BROMFIELD SNEIDER WEALTH ADVISORS, INC. 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 #125623), BROMFIELD SNEIDER WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
BROMFIELD SNEIDER WEALTH ADVISORS, INC. is headquartered in WESTWOOD, MA.
BROMFIELD SNEIDER WEALTH ADVISORS, INC. serves 96 high-net-worth clients according to their SEC filing dated January 19, 2024. View client details ↓
According to their SEC Form ADV, BROMFIELD SNEIDER WEALTH ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BROMFIELD SNEIDER WEALTH ADVISORS, INC. manages $437 million in client assets according to their SEC filing dated January 19, 2024.
According to their SEC Form ADV, BROMFIELD SNEIDER WEALTH ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.37%
Average Client Assets: $4.4 million
Total Client Accounts: 319
Discretionary Accounts: 319
Regulatory Filings
CRD Number: 125623
Filing ID: 1812800
Last Filing Date: 2024-01-19 09:19:00