Cape Ann Financial

Cape Ann Financial (CRD# 131088) is a financial advisory firm headquartered in , . They manage $14,768,900 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $307,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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 Cape Ann Financial
Showing 1 - 1 of 1 top financial advisors.
1
Philip Gillette, financial advisor Manchester-by-the-Sea MA
Philip E. Gillette
CRD#: 1039421
Manchester-by-the-Sea, MA

Philip Gillette (CRD# 1039421) is an Investment Advisor Representative working at Cape Ann Financial in Manchester-by-the-Sea, MA and has over 41 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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