Fodera Investments Inc.

Fodera Investments Inc. (CRD# 136244) is a financial advisory firm headquartered in , . They manage $206,768 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
    0
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $34,461
Compensation Options
  • 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
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 Fodera Investments Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Fodera
CRD#: 4988614
Lynnfield, MA
93
Wealthminder
score

Joseph Fodera (CRD# 4988614) is an Investment Advisor Representative working at Fodera Investments Inc. in Lynnfield, MA and has over 11 years of experience in the finance industry.

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