DIRECTORY OF REGISTERED ADVISORS
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COTTAGE STREET ADVISORS
Tel: (508) 748-0709
9 Cottage Street Marion, Massachusetts 02738
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
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
Firm CRD#:
173487
SEC#:
801-80574
No. of Clients:
127
Assets under Management
$237,945,313
No. of Advisors:
3
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