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BOSTON STANDARD WEALTH MANAGEMENT, LLC

Tel: (781) 721-0072
31 Church St. #3
Winchester, Massachusetts  01890

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BOSTON STANDARD WEALTH MANAGEMENT, LLC

BOSTON STANDARD WEALTH MANAGEMENT, LLC is a Winchester, Massachusetts based financial advisory firm with nearly $549,546,666 in assets under management and provides investment advisory services for 1614 clients. There are currently 5 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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

156452

SEC#:

801-81146

No. of Clients:

1614

Assets under Management

$549,546,666

No. of Advisors:

5

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