CAPSHIFT ADVISORS
West Newton, MA
AUM
$628.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-865-5096
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MA, WEST NEWTON
3 advisers found
West Newton, MA
AUM
$628.0M
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-865-5096
West Newton, MA
AUM
$439.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-992-6334
West Newton, MA
AUM
$182.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(617) 430-7770