COTTAGE STREET ADVISORS

9 Cottage Street
Marion, Massachusetts 02738
Tel: (508) 748-0709

About COTTAGE STREET ADVISORS

COTTAGE STREET ADVISORS, formally registered with the SEC as COTTAGE STREET ADVISORS. The firm was established in 11/25/2014. They have over 2 offices throughout the country.

COTTAGE STREET ADVISORS is a Marion, Massachusetts based Financial Planning firm with nearly $237,945,313 assets under management, offering retirement planning & investment advisory services to 127 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173487
SEC#	801-80574
Assets Managed by Firm	$237,945,313
No. of Clients	127
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	127	$237,945,313
Individuals (other than high net worth individuals)	63	$14,865,178
High net worth individuals	56	$214,065,422
Charitable organizations	8	$9,014,713

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