Assist Fp

Assist Fp (CRD# 312108) is a financial advisory firm headquartered in Marlborough, MA. They manage $202,795 in 4 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $50,699
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
The map below shows states where this firm has explicit registration only.

MA, NC, TX

Financial Advisors at Assist Fp
Showing 1 - 1 of 1 top financial advisors.
1
Justin R. Green
CRD#: 6834271
Berlin, MA

Justin Green (CRD# 6834271) is an Investment Advisor Representative working at Assist Fp in Berlin, MA and has over 6 years of experience in the finance industry.

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