Atwater Wealth Management, Inc.
Atwater Wealth Management, Inc. (CRD# 172749) is a financial advisory firm headquartered in Boston, MA. They manage $192,656,737 in 320 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Atwater Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management193MILLION
-
Total Number of Accounts320ACCOUNTS
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Average Account Value$602,052
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, NH
Financial Advisors at Atwater Wealth Management, Inc.
1
Caroline Gaffney (CRD# 4699800) is an Investment Advisor Representative working at Atwater Wealth Management, Inc. in Boston, MA and has over 20 years of experience in the finance industry.
2
Christie Hedges (CRD# 6228218) is an Investment Advisor Representative working at Atwater Wealth Management, Inc. in Boston, MA and has 1 year of experience in the finance industry.
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