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WORCESTER ADVISORS
WORCESTER COUNTY FIDUCIARY ADVISORS INC
CRD 106653 · SEC 801-47521
446 MAIN STREET, WORCESTER, MA, 01608-2421, United States
Phone
508-753-7300
Fax
508-792-0753
Registration
— (—)
Source
State registered
Total AUM
$120.2M
Discretionary AUM
$104.1M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $18.2M |
| High net worth individuals | 85 | $70.3M |
| Charitable organizations | 3 | $4.6M |
| State/municipal entities | 4 | $26.2M |
| Corporations/business entities | 1 | $939K |
All web addresses on file
Official SEC filing: View on IAPD