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
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Auburndale Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
David B. Stuart
CRD#: 4327665
Auburndale, MA

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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