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Willard Lee Umphrey

U. S. BOSTON CAPITAL CORPORATION·LINCOLN, Massachusetts
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55 OLD BEDFORD ROAD, LINCOLN, MA 01773CRD# 451556Firm CRD# 5251
01

About

Willard Lee Umphrey is a registered financial advisor based in LINCOLN, Massachusetts, affiliated with U. S. BOSTON CAPITAL CORPORATION. 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
U. S. BOSTON CAPITAL CORPORATION
U. S. BOSTON CAPITAL CORPORATION
AUM
$336M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at U. S. BOSTON CAPITAL CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 451556
Firm CRD# 5251
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Willard Lee Umphrey offer?
Willard Lee Umphrey specializes in Financial Planning, Investment Management. Contact their office in LINCOLN, Massachusetts for a consultation.
What are Willard Lee Umphrey's credentials?
Willard Lee Umphrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Willard Lee Umphrey located?
Willard Lee Umphrey is based in LINCOLN, Massachusetts, working with U. S. BOSTON CAPITAL CORPORATION. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Willard Lee Umphrey charge for services?
Willard Lee Umphrey's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is U. S. BOSTON CAPITAL CORPORATION?
U. S. BOSTON CAPITAL CORPORATION has approximately 5 employees and manages $336M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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