GC WEALTH MANAGEMENT RIA, LLC
Cambridge, MA
AUM
$5.83B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
34 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
617-234-7000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA, CAMBRIDGE
10 advisers found
PINNEY & SCOFIELD, INC.
Cambridge, MA
AUM
$858.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
617-492-6223
APPLIED FUNDAMENTAL RESEARCH, LLC
Cambridge, MA
AUM
$142.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-360-7176
EAST HORIZON INVESTMENTS
Cambridge, MA
AUM
$63.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
617 4012704
KENDALL WEALTH LLC
Cambridge, MA
AUM
$62.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
617-945-2371
DAVINCI CAPITAL MANAGEMENT INC.
Cambridge, MA
AUM
$40.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
617-354-3222
TANIN, TUNC
Cambridge, MA
AUM
$15.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
781-974-2137
ETRE LLC
Cambridge, MA
AUM
$216.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
617-945-9401
Full profileNo website
CIP CAPITAL MANAGEMENT, LLC
Cambridge, MA
AUM
$2.6M
Financial Planning
Team
4 employees
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-354-0866
Full profileNo website
VIRAJ CAPITAL, LLC
Cambridge, MA
AUM
$846K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
646-241-6857
Full profileNo website