Drumlin Financial Advisory

Drumlin Financial Advisory (CRD# 155553) is a financial advisory firm headquartered in , . They manage $9,728,862 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $128,011
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Drumlin Financial Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Jill C. Hennessey
CRD#: 5860404
Leominster, MA
93
Wealthminder
score

Jill Hennessey (CRD# 5860404) is an Investment Advisor Representative working at Drumlin Financial Advisory in Leominster, MA and has over 5 years of experience in the finance industry.

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