Huntwicke Advisors, LLC

Huntwicke Advisors, LLC (CRD# 149991) is a financial advisory firm headquartered in Topsfield, MA. They manage $134,430,201 in 305 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $440,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

LA, MA, ME, NH

Financial Advisors at Huntwicke Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Lionel J. Edmonson
CRD#: 4731762
6 Park Street, Topsfield, MA 01983
96
Wealthminder
score

Lionel Edmonson (CRD# 4731762) is an Investment Advisor Representative working at Huntwicke Advisors, LLC in Topsfield, MA and has over 14 years of experience in the finance industry. Lionel Edmonson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dennis C. Wassung
CRD#: 4127189
6 Park Street, Topsfield, MA 01983
96
Wealthminder
score

Dennis Wassung (CRD# 4127189) is an Investment Advisor Representative working at Huntwicke Advisors, LLC in Topsfield, MA and has over 17 years of experience in the finance industry.

3
James D. Baga
CRD#: 1691122
6 Park Street, Topsfield, MA 01983
93
Wealthminder
score

James Baga (CRD# 1691122) is an Investment Advisor Representative working at Huntwicke Advisors, LLC in Topsfield, MA and has over 24 years of experience in the finance industry.

4
Peter E. Mulholland
CRD#: 2213796
6 Park Street, Topsfield, MA 01983
93
Wealthminder
score

Peter Mulholland (CRD# 2213796) is an Investment Advisor Representative working at Huntwicke Advisors, LLC in Topsfield, MA and has over 26 years of experience in the finance industry.

5
Brian A. Woodland
CRD#: 2263508
6 Park Street, Topsfield, MA 01983
93
Wealthminder
score

Brian Woodland (CRD# 2263508) is an Investment Advisor Representative working at Huntwicke Advisors, LLC in Topsfield, MA and has over 24 years of experience in the finance industry.

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