TWELVE POINTS WEALTH MANAGEMENT - Financial Advisor in Massachusetts, Concord

Tel: 978-318-9500 9 Pond Lane Suite 3a Concord, Massachusetts 01742

About TWELVE POINTS WEALTH MANAGEMENT

TWELVE POINTS WEALTH MANAGEMENT is a Concord, Massachusetts based financial advisory firm with nearly $1,210,783,978 in assets under management and provides investment advisory services for 1387 clients. There are currently 18 financial advisors at the firm.

General Information

Firm CRD#:

171107

Firm SEC#:

801-108967

Assets Under Management:

$1,210,783,978

No. of Clients:

1387

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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