Bfa Wealth Management

Bfa Wealth Management (CRD# 241793) is a financial advisory firm headquartered in Shrewsbury, MA. They manage $11,459,798 in 36 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
119 Boston Turnpike Road, 112, Shrewsbury, MA 01545
https://www.linkedin.com/in/mateodellovo/
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $318,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA

Financial Advisors at Bfa Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Dellovo, financial advisor Shrewsbury MA
Matthew J. Dellovo
CRD#: 6335730
119 Boston Turnpike Road, 112, Shrewsbury, MA 01545

Matthew Dellovo (CRD# 6335730) is an Investment Advisor Representative working at Bfa Wealth Management in Shrewsbury, MA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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