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George Paul Webb

PENSION & WEALTH MANAGEMENT ADVISORS, INC.·WALTHAM, Massachusetts
Unclaimed Profile
800 SOUTH STREET, WALTHAM, MA 02453CRD# 2169510Firm CRD# 309546
01

About

George Paul Webb is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with PENSION & WEALTH MANAGEMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PENSION & WEALTH MANAGEMENT ADVISORS
AUM
$301M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PENSION & WEALTH MANAGEMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2169510
Firm CRD# 309546
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George Paul Webb offer?
George Paul Webb specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WALTHAM, Massachusetts for a consultation.
What are George Paul Webb's credentials?
George Paul Webb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Paul Webb located?
George Paul Webb is based in WALTHAM, Massachusetts, working with PENSION & WEALTH MANAGEMENT ADVISORS, INC.. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does George Paul Webb charge for services?
George Paul Webb's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENSION & WEALTH MANAGEMENT ADVISORS, INC.?
PENSION & WEALTH MANAGEMENT ADVISORS, INC. has approximately 8 employees and manages $301M 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)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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