Adviser Profile
| As of Date | 06/14/2022 |
| Registration status | Registration Changed to ATTLEBORO WEALTH MANAGEMENT LLC |
| ADV Location | YARDLEY, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 50,294,864 |
| of that, discretionary | 50,294,864 |
| Number of Employees | 7 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 200,378 |
| % High Net Worth | 35.59% |
| SMA’s | No |
| 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
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
50M
43M
36M
29M
22M
14M
7M
2021
2022
Private Funds
No private funds