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Caroline Anne Gaffney

ATWATER WEALTH MANAGEMENT, INC.·BOSTON, Massachusetts
Unclaimed Profile
176 FEDERAL STREET, BOSTON, MA 02110CRD# 4699800Firm CRD# 172749
01

About

Caroline Anne Gaffney is a registered financial advisor based in BOSTON, Massachusetts, affiliated with ATWATER WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ATWATER WEALTH MANAGEMENT, INC.
ATWATER WEALTH MANAGEMENT
AUM
$193M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ATWATER WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4699800
Firm CRD# 172749
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Caroline Anne Gaffney offer?
Caroline Anne Gaffney specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Caroline Anne Gaffney's credentials?
Caroline Anne Gaffney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caroline Anne Gaffney located?
Caroline Anne Gaffney is based in BOSTON, Massachusetts, working with ATWATER WEALTH MANAGEMENT, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Caroline Anne Gaffney charge for services?
Caroline Anne Gaffney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATWATER WEALTH MANAGEMENT, INC.?
ATWATER WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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BOSTON, MA

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