Mayport Wealth Management

Mayport Wealth Management (CRD# 288215) is a financial advisory firm headquartered in , . They manage $350,407,900 in 439 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
http://www.mayport.com
By the Numbers
  • Total Assets Under Management
    350
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $798,196
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, NJ, NY, TX

Financial Advisors at Mayport Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Adam Grossman, financial advisor Newton MA
Adam M. Grossman
CRD#: 5621622
Newton, MA

Adam Grossman (CRD# 5621622) is an Investment Advisor Representative working at Mayport Wealth Management in Newton, MA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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