Mcgillicuddy Financial Advisors, Inc.
Mcgillicuddy Financial Advisors, Inc. (CRD# 120306) is a financial advisory firm headquartered in , . They manage $16,300,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Mcgillicuddy Financial Advisors, Inc.
By the Numbers
-
Total Assets Under Management16MILLION
-
Total Number of Accounts21ACCOUNTS
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Average Account Value$776,190
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.
MD
Financial Advisors at Mcgillicuddy Financial Advisors, Inc.
No Advisor Found.
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