COMMONS CAPITAL, LLC

254 Second Avenue
Suite 130
Needham, Massachusetts 02494
Tel: (617) 431-7200

About COMMONS CAPITAL, LLC

COMMONS CAPITAL, LLC, formally registered with the SEC as COMMONS CAPITAL, LLC. The firm was established in 05/07/2018. They have over 2 offices throughout the country.

COMMONS CAPITAL, LLC is a Needham, Massachusetts based Financial Planning firm with nearly $246,061,209 assets under management, offering retirement planning & investment advisory services to 648 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165738
SEC#	801-113208
Assets Managed by Firm	$246,061,209
No. of Clients	648
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	648	$246,061,209
Individuals (other than high net worth individuals)	91	$10,385,065
High net worth individuals	140	$235,676,144

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