Assets Under Management
$106.8M
Number of Clients
118
Number of Advisors
4
Average Client AUM
$905K
AUM per Advisor
$26.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Attleboro Wealth Management offers asset management, comprehensive portfolio management, financial planning & consulting, and portfolio monitoring services. The firm tailors investment advice to individual client needs and objectives, while remaining sensitive to risk tolerance and time horizons. They also offer tax services through an affiliated firm.
1051 Lindenhurst Road, Yardley, PA, 19067