Assist Fp
Assist Fp (CRD# 312108) is a financial advisory firm headquartered in Marlborough, MA. They manage $388,294 in 5 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management0MILLION
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Total Number of Accounts5ACCOUNTS
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Average Account Value$77,659
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NC, TX
Financial Advisors at Assist Fp
1
Justin Green (CRD# 6834271) is an Investment Advisor Representative working at Assist Fp in Marlborough, MA and has over 6 years of experience in the finance industry.
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