Twelve Points Wealth Management

Twelve Points Wealth Management (CRD# 171107) is a financial advisory firm headquartered in Concord, MA. They manage $833,663,895 in 1,140 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    834
    MILLION
  • Total Number of Accounts
    1,140
    ACCOUNTS
  • Average Account Value
    $731,284
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CT, FL, GA, MA, MD, NH, NJ, NY, RI, TX

Financial Advisors at Twelve Points Wealth Management
Showing 1 - 9 of 9 top financial advisors.
1
Christopher A. Cahill
CRD#: 4267594
9 Pond Lane, Suite 3a, Concord, MA 01742

Christopher Cahill (CRD# 4267594) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 22 years of experience in the finance industry.

2
Deborah N. Cartisser
CRD#: 1697132
9 Pond Lane, Suite 3a, Concord, MA 01742

Deborah Cartisser (CRD# 1697132) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 13 years of experience in the finance industry.

3
David M. Clayman
CRD#: 2892042
9 Pond Lane, Suite 3a, Concord, MA 01742

David Clayman (CRD# 2892042) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 26 years of experience in the finance industry.

4
Francesca E. Federico
CRD#: 5835145
9 Pond Lane, Suite 3a, Concord, MA 01742

Francesca Federico (CRD# 5835145) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 13 years of experience in the finance industry.

5
Emanuel N. Frangiadakis
CRD#: 5810573
9 Pond Lane, Suite 3a, Concord, MA 01742

Emanuel Frangiadakis (CRD# 5810573) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 10 years of experience in the finance industry.

6
Gregory A. Phillips
CRD#: 6786050
9 Pond Lane, Suite 3a, Concord, MA 01742

Gregory Phillips (CRD# 6786050) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 6 years of experience in the finance industry.

7
Tracey B. Hartford
CRD#: 7790325
9 Pond Lane, Suite 3a, Concord, MA 01742

Tracey Hartford (CRD# 7790325) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has 1 year of experience in the finance industry.

8
Barbara B. Maietta
CRD#: 6432486
9 Pond Lane, Suite 3a, Concord, MA 01742

Barbara Maietta (CRD# 6432486) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 4 years of experience in the finance industry.

9
Andrew McGill
CRD#: 6199289
9 Pond Lane, Suite 3a, Concord, MA 01742

Andrew McGill (CRD# 6199289) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 4 years of experience in the finance industry.

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