TWELVE POINTS WEALTH MANAGEMENT
Concord, MA
AUM
$2.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
978-318-9500
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Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MA, CONCORD
6 advisers found
BAY COLONY ADVISORS
Concord, MA
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
978-369-7200
MONUMENT GROUP WEALTH ADVISORS, LLC
Concord, MA
AUM
$678.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
978-369-7705
CAPE ANN CAPITAL, INC.
Concord, MA
AUM
$193.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
978-254-5841
USA MUTUALS ADVISORS, INC.
Concord, MA
AUM
$73.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(312) 714-5596
CONCORDIA WEALTH MANAGEMENT, LLC
Concord, MA
AUM
$197.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(978) 371-7044
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