Revolution Capital, Inc.

Revolution Capital, Inc. (CRD# 132041) is a financial advisory firm headquartered in Cambriedge, MA. They manage $9,000,000 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $118,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

MA

Financial Advisors at Revolution Capital, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Douglas E. Soons
CRD#: 3163099
225 Franklin St, 26th Floor, Boston, MA 02110
93
Wealthminder
score

Douglas Soons (CRD# 3163099) is an Investment Advisor Representative working at Revolution Capital, Inc. in Boston, MA and has over 17 years of experience in the finance industry.

2
Amy Witherbee
CRD#: 6227773
Cambridge, MA
89
Wealthminder
score

Amy Witherbee (CRD# 6227773) is an Investment Advisor Representative working at Revolution Capital, Inc. in Cambridge, MA and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.