Edelstein Wealth Management, LLC

Edelstein Wealth Management, LLC (CRD# 121596) is a financial advisory firm headquartered in Boston, MA. They manage $71,180,009 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
160 Federal Street, Boston, MA 02110
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $857,590
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Edelstein Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Denis Higgins, financial advisor Boston MA
Denis C. Higgins
CRD#: 2400603
160 Federal Street, 9th Floor, Boston, MA 02110

Denis Higgins (CRD# 2400603) is an Investment Advisor Representative working at Edelstein Wealth Management, LLC in Boston, MA and has over 30 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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