Spaulding Greene Wealth Management, LLC
Spaulding Greene Wealth Management, LLC (CRD# 143774) is a financial advisory firm headquartered in , . They manage $6,488,378 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Spaulding Greene Wealth Management, LLC
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$294,926
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Spaulding Greene Wealth Management, LLC
1
Cutler Greene (CRD# 4022891) is an Investment Advisor Representative working at Spaulding Greene Wealth Management, LLC in Buffalo, NY and has over 23 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.