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ANDOVER ADVISORY GROUP
SHANK, JEFFREY A
CRD 132062
800 TURNPIKE STREET, SUITE 300, NORTH ANDOVER, MA, 01845, United States
Phone
978-691-5005
Fax
978-691-5080
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 1 advisory reps; 130 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPublication of periodicalsTAX PREPARATION SERVICES, HOST RADIO SHOW
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $0 |
| High net worth individuals | 35 | $0 |
All web addresses on file
Official SEC filing: View on IAPD