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FIDUCIARY WEALTH PARTNERS, LLC
Tel: 617-602-1900
2310 Washington Street 3rd Floor
Newton Lower Falls, Massachusetts 02462
FIDUCIARY WEALTH PARTNERS, LLC
FIDUCIARY WEALTH PARTNERS, LLC is a Newton Lower Falls, Massachusetts based financial advisory firm with nearly $1,325,354,360 in assets under management and provides investment advisory services for 472 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (CONSULTING SERVICES)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
160696
SEC#:
801-73067
No. of Clients:
472
Assets under Management
$1,325,354,360
No. of Advisors:
8
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