1000 Winter Street
Waltham, Massachusetts 02451
Tel: 781-419-1515
WEBSTER EQUITY PARTNERS, LP, formally registered with the SEC as WEBSTER EQUITY PARTNERS, LP. The firm was established in 03/29/2012. They have over 3 offices throughout the country.
WEBSTER EQUITY PARTNERS, L.P. is a Waltham, Massachusetts based Financial Planning firm with nearly $7,496,279,525 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 38 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 156729 |
SEC# | 801-74188 |
Assets Managed by Firm | $7,496,279,525 |
No. of Clients | 19 |
No. of Advisors | 38 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 19 | $7,496,279,525 |
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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