J.P. MARVEL WEALTH MANAGEMENT, INC.

265 Franklin Street
Suite 902
Boston, Massachusetts 02110
Tel: 617-342-5600

About J.P. MARVEL WEALTH MANAGEMENT, INC.

JP MARVEL WEALTH MANAGEMENT, INC, formally registered with the SEC as JP MARVEL WEALTH MANAGEMENT, INC. The firm was established in 06/19/2007. They have over 2 offices throughout the country.

J.P. MARVEL WEALTH MANAGEMENT, INC. is a Boston, Massachusetts based Financial Planning firm with nearly $564,210,037 assets under management, offering retirement planning & investment advisory services to 116 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144364
SEC#	801-68042
Assets Managed by Firm	$564,210,037
No. of Clients	116
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	116	$564,210,037
Individuals (other than high net worth individuals)	10	$2,726,819
High net worth individuals	53	$561,483,218

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