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COMMONWEALTH FINANCIAL NETWORK

29 Sawyer Road
Waltham, Massachusetts 02453-3483
Tel: 781-736-0700

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About COMMONWEALTH FINANCIAL NETWORK

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.

Firm Information

SEC Current StatusApproved
Firm CRD#8032
SEC#801-41541
Assets Managed by Firm$177,031,841,416
No. of Clients623075
No. of Advisors4500

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total623075$177,031,841,416
Individuals (other than high net worth individuals)333649$86,655,806,574
High net worth individuals35520$81,295,029,616
Pension and profit sharing plans1448$1,737,769,579
Charitable organizations455$948,144,498
Corporations or other businesses2669$3,691,460,877

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GEODE CAPITAL MANAGEMENT, LLC
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SSGA FUNDS MANAGEMENT, INC.
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STRATEGIC ADVISERS LLC
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