Housatonic Partners (CRD# 157618) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,438,193,764 in 14 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1,438MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$102,728,126
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)