530 Loring Avenue
Suite 302
Salem, Massachusetts 1970
Tel: 978-740-1011
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 $166,301,535 assets under management, offering retirement planning & investment advisory services to 572 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 129987 |
SEC# | 801-121773 |
Assets Managed by Firm | $166,301,535 |
No. of Clients | 572 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 572 | $166,301,535 |
Individuals (other than high net worth individuals) | 194 | $53,748,847 |
High net worth individuals | 45 | $100,763,014 |
Charitable organizations | 5 | $3,221,404 |
Corporations or other businesses | 18 | $8,568,270 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,148,421,739,247 | 23333 | 1108 | |
$1,204,691,064,459 | 1338 | 2139 | |
$841,529,842,790 | 247 | 250 | |
$803,470,618,544 | 174 | 156 | |
$659,550,224,982 | 1712300 | 219 |
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