29 Sawyer Road
Waltham, Massachusetts 02453-3483
Tel: 781-736-0700
COMMONWEALTH FINANCIAL NETWORK, formally registered with the SEC as COMMONWEALTH FINANCIAL NETWORK. The firm was established in 06/11/1992. They have over 1614 offices throughout the country.
COMMONWEALTH FINANCIAL NETWORK is a Waltham, Massachusetts based Financial Planning firm with nearly $177,031,841,416 assets under management, offering retirement planning & investment advisory services to 623075 clients. The firm is staffed with 4500 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 8032 |
SEC# | 801-41541 |
Assets Managed by Firm | $177,031,841,416 |
No. of Clients | 623075 |
No. of Advisors | 4500 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 623075 | $177,031,841,416 |
Individuals (other than high net worth individuals) | 333649 | $86,655,806,574 |
High net worth individuals | 35520 | $81,295,029,616 |
Pension and profit sharing plans | 1448 | $1,737,769,579 |
Charitable organizations | 455 | $948,144,498 |
Corporations or other businesses | 2669 | $3,691,460,877 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,964,385,404,654 | 31349 | 1264 | |
$1,282,732,502,947 | 1559 | 2021 | |
$1,062,795,395,069 | 172 | 161 | |
$1,014,331,002,469 | 246 | 243 | |
$824,740,096,815 | 1965880 | 269 |
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