FINER WEALTH MANAGEMENT, INC. - Financial Advisor in Massachusetts, Salem

Tel: 978-740-1011 530 Loring Avenue Suite 302 Salem, Massachusetts 01970

About FINER WEALTH MANAGEMENT, INC.

FINER WEALTH MANAGEMENT, INC. is a Salem, Massachusetts based financial advisory firm with nearly $210,096,944 in assets under management and provides investment advisory services for 750 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

129987

Firm SEC#:

801-121773

Assets Under Management:

$210,096,944

No. of Clients:

750

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (ADVISORY CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Massachusetts, Salem

FirmCRD#:107327

SEC#:801-19708

No. of Advisors:17

No. of Clients:1736

AUM:$1,006,895,386

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CABOT WEALTH MANAGEMENT

107327

801-19708

1736

$1,006,895,386

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