Auburndale Investment Management
Auburndale Investment Management (CRD# 129299) is a financial advisory firm headquartered in , . They manage $14,453,500 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Auburndale Investment Management
By the Numbers
-
Total Assets Under Management14MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$1,605,944
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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.
MA
Financial Advisors at Auburndale Investment Management
1
David Stuart (CRD# 4327665) is an Investment Advisor Representative working at Auburndale Investment Management in Auburndale, MA and has 1 year of experience in the finance industry.
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