COTTAGE STREET ADVISORS

9 Cottage Street
Marion, Massachusetts 02738
Tel: (508) 748-0709

About COTTAGE STREET ADVISORS

COTTAGE STREET ADVISORS, formally registered with the SEC as COTTAGE STREET ADVISORS. The firm was established in 11/25/2014. They have over 2 offices throughout the country.

COTTAGE STREET ADVISORS is a Marion, Massachusetts based Financial Planning firm with nearly $237,945,313 assets under management, offering retirement planning & investment advisory services to 127 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173487
SEC#	801-80574
Assets Managed by Firm	$237,945,313
No. of Clients	127
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	127	$237,945,313
Individuals (other than high net worth individuals)	63	$14,865,178
High net worth individuals	56	$214,065,422
Charitable organizations	8	$9,014,713

More Retirement Planning firms in Marion, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Marion, 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.