Overview
Assets Under Management: $252 million
Headquarters: NORTH ANDOVER, MA
High-Net-Worth Clients: 77
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.46
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 499
Discretionary Accounts: 499
Regulatory Filings
CRD Number: 160235
Last Filing Date: 2025-02-27 00:00:00
Website: https://masswealth.com