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).
Total Assets Under Management16MILLION
Total Number of Accounts21ACCOUNTS
Average Account Value$776,190
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services