Overview
Assets Under Management: $121 million
Headquarters: WEST NEWTON, MA
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 175
Discretionary Accounts: 175
Regulatory Filings
CRD Number: 307517
Last Filing Date: 2024-11-14 00:00:00
Website: https://righthandcapital.com