MCCARTER PRIVATE WEALTH SERVICES LLC

265 Franklin Street
Boston, Massachusetts 02110
Tel: 617-449-6500

About MCCARTER PRIVATE WEALTH SERVICES LLC

MCCARTER PRIVATE WEALTH SERVICES LLC, formally registered with the SEC as MCCARTER PRIVATE WEALTH SERVICES LLC. The firm was established in 04/03/1997. They have over 1 offices throughout the country.

MCCARTER PRIVATE WEALTH SERVICES LLC is a Boston, Massachusetts based Financial Planning firm with nearly $381,412,344 assets under management, offering retirement planning & investment advisory services to 197 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108191
SEC#	801-54171
Assets Managed by Firm	$381,412,344
No. of Clients	197
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	197	$381,412,344
Individuals (other than high net worth individuals)	27	$10,394,226
High net worth individuals	81	$326,930,896
Charitable organizations	8	$39,664,761
Corporations or other businesses	1	$4,422,461

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