Overview
Assets Under Management: $231 million
Headquarters: DANVERS, MA
High-Net-Worth Clients: 87
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.84
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 409
Discretionary Accounts: 409
Regulatory Filings
CRD Number: 142912
Last Filing Date: 2024-10-16 00:00:00
Website: https://mwa-am.com