Baystate Wealth Management
Baystate Wealth Management (CRD# 151664) is a financial advisory firm headquartered in Overland Park,, KS. They manage $1,504,797,634 in 3,833 accounts and serve the financial needs of clients across 31 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,505MILLION
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Total Number of Accounts3,833ACCOUNTS
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Average Account Value$392,590
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
Financial Advisors at Baystate Wealth Management
No Advisor Found.
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