Yellow Dog Financial, Inc.

Yellow Dog Financial, Inc. (CRD# 148307) is a financial advisory firm headquartered in Bolton, MA. They manage $6,659,570 in 47 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $141,693
Compensation Options
  • A percentage of assets under your management
  • 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
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.

GA, MA

Financial Advisors at Yellow Dog Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William T. Nickles
CRD#: 2774360
38 Vaughn Hill Road, Bolton, MA 01740
83
Wealthminder
score

William Nickles (CRD# 2774360) is an Investment Advisor Representative working at Yellow Dog Financial, Inc. in Bolton, MA and has over 20 years of experience in the finance industry.

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