DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
FINER WEALTH MANAGEMENT, INC.
Tel: 978-740-1011
530 Loring Avenue Suite 302
Salem, Massachusetts 01970
FINER WEALTH MANAGEMENT, INC.
FINER WEALTH MANAGEMENT, INC. is a Salem, Massachusetts based financial advisory firm with nearly $210,096,944 in assets under management and provides investment advisory services for 750 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 , Portfolio management for businesses or institutional clients , Other (ADVISORY CONSULTING SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
129987
SEC#:
801-121773
No. of Clients:
750
Assets under Management
$210,096,944
No. of Advisors:
8
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