JULEX CAPITAL MANAGEMENT
Natick, MA
AUM
$246.7M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; % OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS
7817078319
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
6 advisers found
RHEECO, INC.
Natick, MA
AUM
$119.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(508) 655-1185
KAIZERMAN & ASSOCIATES, LLC
Natick, MA
AUM
$26.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-647-0830
PRUDENT GROWTH INVESTMENTS LLC
Natick, MA
AUM
$8.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(508) 694-3599