Overview
Assets Under Management: $157 million
Headquarters: DUXBURY, MA
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 429
Discretionary Accounts: 429
Regulatory Filings
CRD Number: 313049
Last Filing Date: 2025-01-31 00:00:00
Website: https://fmawm.com