COTTAGE STREET ADVISORS - Financial Advisor in Massachusetts, Marion

Tel: (508) 748-0709 9 Cottage Street Marion, Massachusetts 02738

About COTTAGE STREET ADVISORS

COTTAGE STREET ADVISORS is a Marion, Massachusetts based financial advisory firm with nearly $237,945,313 in assets under management and provides investment advisory services for 127 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

173487

Firm SEC#:

801-80574

Assets Under Management:

$237,945,313

No. of Clients:

127

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Other (FAMILY OFFICE SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Massachusetts, Marion

FirmCRD#:105343

SEC#:801-15418

No. of Advisors:29

No. of Clients:1921

AUM:$2,281,166,083

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