99 Derby Street
Suite 100
Hingham, Massachusetts 02043
Tel: 617-337-4208
ONE CHARLES PRIVATE WEALTH, formally registered with the SEC as ONE CHARLES PRIVATE WEALTH. The firm was established in 02/15/2017. They have over 2 offices throughout the country.
ONE CHARLES PRIVATE WEALTH is a Hingham, Massachusetts based Financial Planning firm with nearly $715,146,202 assets under management, offering retirement planning & investment advisory services to 342 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 286635 |
SEC# | 801-109973 |
Assets Managed by Firm | $715,146,202 |
No. of Clients | 342 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 342 | $715,146,202 |
Individuals (other than high net worth individuals) | 154 | $58,449,489 |
High net worth individuals | 151 | $529,629,923 |
Pension and profit sharing plans | 8 | $14,523,237 |
Charitable organizations | 1 | $2,421,692 |
Corporations or other businesses | 14 | $11,938,814 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,964,385,404,654 | 31349 | 1264 | |
$1,282,732,502,947 | 1559 | 2021 | |
$1,062,795,395,069 | 172 | 161 | |
$1,014,331,002,469 | 246 | 243 | |
$824,740,096,815 | 1965880 | 269 |
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