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BOSTON STANDARD WEALTH MANAGEMENT, LLC

Tel: (781) 721-0072
31 Church St. #3
Winchester, Massachusetts  1890

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BOSTON STANDARD WEALTH MANAGEMENT, LLC

BOSTON STANDARD WEALTH MANAGEMENT, LLC is a Winchester, Massachusetts based financial advisory firm with nearly $368,366,569 in assets under management and provides investment advisory services for 1602 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning , Portfolio Management for Individuals , Portfolio Management for Business , Pension Consulting Services

Fee Structure:

A Percentage of AUM, Hourly charges, Fixed Fees

Firm CRD#:

156452

SEC#:

801-81146

No. of Clients:

1602

Assets under Management

$368,366,569

No. of Advisors:

5

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