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GREGORY M DOHERTY, CPA
DEDHAM BUSINESS SERVICES ASSOCIATES
CRD 129532
515 PROVIDENCE HGWY, L4, DEDHAM, MA, 02026, United States
Phone
781-461-0212
Fax
781-461-0949
Registration
— (—)
Source
State registered
Total AUM
$66.7M
Discretionary AUM
$66.7M
Team
1 total employees; 1 advisory reps; 135 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $66.7M |
Official SEC filing: View on IAPD