CRAIG DUVARNEY, CFP

30 Great Road
Suite 201
Acton, Massachusetts 01720
Tel: 978-772-2156

About CRAIG DUVARNEY, CFP

CRAIG DUVARNEY, CFP, formally registered with the SEC as CRAIG DUVARNEY, CFP. The firm was established in 10/27/2017. They have over 3 offices throughout the country.

CRAIG DUVARNEY, CFP is a Acton, Massachusetts based Financial Planning firm with nearly $265,172,710 assets under management, offering retirement planning & investment advisory services to 643 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126911
SEC#	801-111957
Assets Managed by Firm	$265,172,710
No. of Clients	643
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	643	$265,172,710
Individuals (other than high net worth individuals)	58	$37,849,665
High net worth individuals	96	$227,323,045

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