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ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
Tel: 781-591-0200
57 River Street Suite 202
Wellesley, Massachusetts 02481
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC is a Wellesley, Massachusetts based financial advisory firm with nearly $404,020,350 in assets under management and provides investment advisory services for 541 clients. There are currently 6 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 , Other (INSTITUTIONAL CONSULTING SERVICES)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
316736
SEC#:
801-122660
No. of Clients:
541
Assets under Management
$404,020,350
No. of Advisors:
6
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