Altschuler Financial Services
Altschuler Financial Services (CRD# 130004) is a financial advisory firm headquartered in Lexington, MA. They manage $140,349,913 in 185 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management140MILLION
Total Number of Accounts185ACCOUNTS
Average Account Value$758,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
James Altschuler (CRD# 2641104) is an Investment Advisor Representative working at Altschuler Financial Services in Lexington, MA and has over 22 years of experience in the finance industry. James Altschuler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Scott Denisevich (CRD# 5816689) is an Investment Advisor Representative working at Altschuler Financial Services in Lexington, MA and has over 7 years of experience in the finance industry.