Overview
Assets Under Management: $436 million
Headquarters: QUINCY, MA
High-Net-Worth Clients: 111
Average Client Assets: $3.6 million
Frequently Asked Questions
FERNWOOD INVESTMENT MANAGEMENT, LLC 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 #126144), FERNWOOD INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FERNWOOD INVESTMENT MANAGEMENT, LLC is headquartered in QUINCY, MA.
FERNWOOD INVESTMENT MANAGEMENT, LLC serves 111 high-net-worth clients according to their SEC filing dated August 01, 2024. View client details ↓
According to their SEC Form ADV, FERNWOOD INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
FERNWOOD INVESTMENT MANAGEMENT, LLC manages $436 million in client assets according to their SEC filing dated August 01, 2024.
According to their SEC Form ADV, FERNWOOD INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.48%
Average Client Assets: $3.6 million
Total Client Accounts: 745
Discretionary Accounts: 736
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 126144
Filing ID: 1892863
Last Filing Date: 2024-08-01 14:22:00