Estuary Financial LLC

Estuary Financial LLC (CRD# 285833) is a financial advisory firm headquartered in , . They manage $15,713,422 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $2,618,904
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Estuary Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael R. Lopes
CRD#: 6724706
North Falmouth, MA

Michael Lopes (CRD# 6724706) is an Investment Advisor Representative working at Estuary Financial LLC in North Falmouth, MA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.