Tomasetti Investment Group, LLC

Tomasetti Investment Group, LLC (CRD# 136442) is a financial advisory firm headquartered in Needham, MA. They manage $44,421,420 in 159 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
75 Second Avenue, Suite 605, Needham, MA 02494
https://www.facebook.com/tomasetti-investment-group-llc-201262995415/
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $279,380
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Tomasetti Investment Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Tomasetti, financial advisor Needham MA
David F. Tomasetti
CRD#: 2252261
75 Second Avenue, Suite 605, Needham, MA 02494

David Tomasetti (CRD# 2252261) is an Investment Advisor Representative working at Tomasetti Investment Group, LLC in Needham, MA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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