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Home > Retirement Planners > massachusetts > salem > FINER WEALTH MANAGEMENT, INC.
FINER WEALTH MANAGEMENT, INC.
530 Loring Avenue
Suite 302
Salem, Massachusetts 01970
Tel: 978-740-1011
About FINER WEALTH MANAGEMENT, INC.
FINER WEALTH MANAGEMENT, INC, formally registered with the SEC as FINER WEALTH MANAGEMENT, INC. The firm was established in 07/20/2021. They have over 4 offices throughout the country.
FINER WEALTH MANAGEMENT, INC. is a Salem, Massachusetts based Financial Planning firm with nearly $210,096,944 assets under management, offering retirement planning & investment advisory services to 750 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129987 |
| SEC# | 801-121773 |
| Assets Managed by Firm | $210,096,944 |
| No. of Clients | 750 |
| No. of Advisors | 8 |
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
- Other (ADVISORY CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 750 | $210,096,944 |
| Individuals (other than high net worth individuals) | 178 | $61,376,210 |
| High net worth individuals | 49 | $133,861,128 |
| Charitable organizations | 5 | $3,545,256 |
| Corporations or other businesses | 22 | $11,314,350 |
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