Bowditch Advisory Services, LP

Bowditch Advisory Services, LP (CRD# 318283) is a financial advisory firm headquartered in Wakefield, MA. They manage $23,000,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
401 Edgewater Place, Suite 580, Wakefield, MA 01880
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $3,833,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Bowditch Advisory Services, LP
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Breuer, financial advisor Wakefield MA
Matthew D. Breuer
CRD#: 7496297
401 Edgewater Place, Suite 580, Wakefield, MA 01880

Matthew Breuer (CRD# 7496297) is an Investment Advisor Representative working at Bowditch Advisory Services, LP in Wakefield, MA and has over 2 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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