Fernwood Investment Management, LLC
Fernwood Investment Management, LLC (CRD# 126144) is a financial advisory firm headquartered in Quincy, MA. They manage $435,709,535 in 745 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management436MILLION
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Total Number of Accounts745ACCOUNTS
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Average Account Value$584,845
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, FL, LA, MA, MD, ME, NH, NY, TX
Kristen Holland (CRD# 5154798) is an Investment Advisor Representative working at Fernwood Investment Management, LLC in Quincy, MA and has over 17 years of experience in the finance industry.
Thomas Reilly (CRD# 827625) is an Investment Advisor Representative working at Fernwood Investment Management, LLC in Quincy, MA and has over 39 years of experience in the finance industry.
Jeffrey Vincent (CRD# 2704182) is an Investment Advisor Representative working at Fernwood Investment Management, LLC in Quincy, MA and has over 22 years of experience in the finance industry.
Frederick Warburg (CRD# 5069452) is an Investment Advisor Representative working at Fernwood Investment Management, LLC in Quincy, MA and has over 17 years of experience in the finance industry.