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).
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Total Assets Under Management834MILLION
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Total Number of Accounts1,140ACCOUNTS
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Average Account Value$731,284
- 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
- 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
AL, CA, CT, FL, GA, MA, MD, NH, NJ, NY, RI, TX
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.
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.
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.
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.
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.
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.
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.
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.
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.