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Home > Retirement Planners > massachusetts > boston > J.P. MARVEL WEALTH MANAGEMENT, INC.
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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