Devonshire Asset Management, Inc.

Devonshire Asset Management, Inc. (CRD# 114966) is a financial advisory firm headquartered in Winchester, MA. They manage $98,896,575 in 111 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
611 Main Street, Suite 301, Winchester, MA 01890
https://www.linkedin.com/in/tom-wade-08b8634/
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $890,960
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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 Devonshire Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Harold Richardson, financial advisor Stoneham MA
Harold G. Richardson
CRD#: 4754390
92 Montvale Avenue, Suite 4170, Stoneham, MA 02180

Harold Richardson (CRD# 4754390) is an Investment Advisor Representative working at Devonshire Asset Management, Inc. in Stoneham, MA and has 1 year of experience in the finance industry.

2
Thomas Wade, financial advisor Stoneham MA
Thomas E. Wade
CRD#: 1097200
92 Montvale Ave., Suite 4170, Stoneham, MA 02180

Thomas Wade (CRD# 1097200) is an Investment Advisor Representative working at Devonshire Asset Management, Inc. in Stoneham, 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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