Overview
Assets Under Management: $1.4 billion
Headquarters: ROCKLAND, MA
High-Net-Worth Clients: 242
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 242
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.38
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,337
Discretionary Accounts: 2,262
Non-Discretionary Accounts: 75
Regulatory Filings
CRD Number: 120859
Last Filing Date: 2025-02-06 00:00:00
Website: https://fncadvisor.com