Mcgaunn & Schwadron, Cpa's, LLC
Mcgaunn & Schwadron, Cpa's, LLC (CRD# 130294) is a financial advisory firm headquartered in Needham Heights, MA. They manage $6,000,000 in 102 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Mcgaunn & Schwadron, Cpa's, LLC
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts102ACCOUNTS
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Average Account Value$58,824
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, MA, ME
Financial Advisors at Mcgaunn & Schwadron, Cpa's, LLC
No Advisor Found.
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