Overview
Assets Under Management: $459 million
Headquarters: NEEDHAM, MA
High-Net-Worth Clients: 123
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 916
Discretionary Accounts: 916
Regulatory Filings
CRD Number: 288525
Last Filing Date: 2025-03-04 00:00:00
Website: https://fsawm.com