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PORTFOLIOSBOSTON
MARGARET ANN MCNABB
CRD 133132
1070 RTE 134 SUITE 6, EAST DENNIS, MA, 02641, United States
Phone
617-721-6392
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.4M
Discretionary AUM
$20.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $5.0M |
| High net worth individuals | 8 | $15.4M |
Official SEC filing: View on IAPD