TWELVE POINTS WEALTH MANAGEMENT

9 Pond Lane
Suite 3a
Concord, Massachusetts 01742
Tel: 978-318-9500

About TWELVE POINTS WEALTH MANAGEMENT

TWELVE POINTS WEALTH MANAGEMENT, formally registered with the SEC as TWELVE POINTS WEALTH MANAGEMENT. The firm was established in 01/23/2017. They have over 2 offices throughout the country.

TWELVE POINTS WEALTH MANAGEMENT is a Concord, Massachusetts based Financial Planning firm with nearly $1,210,783,978 assets under management, offering retirement planning & investment advisory services to 1387 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171107
SEC#	801-108967
Assets Managed by Firm	$1,210,783,978
No. of Clients	1387
No. of Advisors	18

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
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1387	$1,210,783,978
Individuals (other than high net worth individuals)	395	$176,140,824
High net worth individuals	75	$256,238,072
Pension and profit sharing plans	149	$757,403,181
Charitable organizations	8	$8,120,337
Corporations or other businesses	11	$12,878,904

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