DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
TWELVE POINTS WEALTH MANAGEMENT
Tel: 978-318-9500
9 Pond Lane Suite 3a
Concord, Massachusetts 01742
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
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
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
171107
SEC#:
801-108967
No. of Clients:
1387
Assets under Management
$1,210,783,978
No. of Advisors:
18
More Financial Advisory Firms in Concord, Massachusetts
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | 1264 |
| WELLINGTON MANAGEMENT COMPANY LLP | 106595 | 2021 |
| GEODE CAPITAL MANAGEMENT, LLC | 115504 | 161 |
| SSGA FUNDS MANAGEMENT, INC. | 111242 | 243 |
| STRATEGIC ADVISERS LLC | 104555 | 269 |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 288590 | 15424 |
More Firms in Concord, Massachusetts >>