Overview
Assets Under Management: $518 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 495
Average Client Assets: $853,737
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 495
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.57
Average High-Net-Worth Client Assets: $853,737
Total Client Accounts: 711
Discretionary Accounts: 694
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 132481
Last Filing Date: 2024-12-04 00:00:00
Website: https://ceteraadvisors.com