Adviser Profile
| As of Date | 10/22/2019 |
| Registration status | Registration Changed to RENAISSANCE WEALTH ADVISORS, LLC |
| ADV Location | NEWTON, MA, United States |
| AUM* | 4,443,000 |
| of that, discretionary | 4,443,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 170,885 |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
4M
4M
3M
3M
2M
1M
635K
2018
2019
Private Funds
No private funds