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CABOT WEALTH MANAGEMENT
216 Essex Street
Salem, Massachusetts 01970
Tel: 978-745-9233
About CABOT WEALTH MANAGEMENT
CABOT WEALTH MANAGEMENT, formally registered with the SEC as CABOT WEALTH MANAGEMENT. The firm was established in 09/16/1983. They have over 1 offices throughout the country.
CABOT WEALTH MANAGEMENT is a Salem, Massachusetts based Financial Planning firm with nearly $1,006,895,386 assets under management, offering retirement planning & investment advisory services to 1736 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107327 |
| SEC# | 801-19708 |
| Assets Managed by Firm | $1,006,895,386 |
| No. of Clients | 1736 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Hourly charges
- 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 | 1736 | $1,006,895,386 |
| High net worth individuals | 630 | $986,757,478 |
| Charitable organizations | 14 | $20,137,908 |
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