LITTLE HOUSE CAPITAL, LLC

35 Braintree Hill Park
#100
Braintree, Massachusetts 02184
Tel: 617-545-5600

About LITTLE HOUSE CAPITAL, LLC

LITTLE HOUSE CAPITAL, LLC, formally registered with the SEC as LITTLE HOUSE CAPITAL, LLC. The firm was established in 11/02/2017. They have over 4 offices throughout the country.

LITTLE HOUSE CAPITAL, LLC is a Braintree, Massachusetts based Financial Planning firm with nearly $601,441,128 assets under management, offering retirement planning & investment advisory services to 722 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290070
SEC#	801-111981
Assets Managed by Firm	$601,441,128
No. of Clients	722
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	722	$601,441,128
Individuals (other than high net worth individuals)	141	$37,861,405
High net worth individuals	108	$468,970,817
Pension and profit sharing plans	5	$26,863,807
Charitable organizations	Fewer than 5 clients	$6,382,062
Other investment advisers	23	$24,414,716
Corporations or other businesses	7	$36,948,321

More Retirement Planning firms in Braintree, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Braintree, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.