Overview
Assets Under Management: $305 million
Headquarters: WESTBOROUGH, MA
High-Net-Worth Clients: 91
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.79
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,021
Discretionary Accounts: 2,643
Non-Discretionary Accounts: 378
Regulatory Filings
CRD Number: 155080
Last Filing Date: 2025-02-03 00:00:00
Website: https://cadencewm.com