Altschuler Financial Services
Altschuler Financial Services (CRD# 130004) is a financial advisory firm headquartered in Lexington, MA. They manage $209,621,538 in 158 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management210MILLION
-
Total Number of Accounts158ACCOUNTS
-
Average Account Value$1,326,719
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Altschuler Financial Services
No Advisor Found.
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