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Todd Fitzpatrick

JWC MANAGEMENT, L.P.·WALTHAM, Massachusetts
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500 TOTTEN POND RD. FL. 6, WALTHAM, MA 02451CRD# 6317536Firm CRD# 171462
01

About

Todd Fitzpatrick is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with JWC MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PROSPECT HILL GROWTH PARTNERS, L.P.
PROSPECT HILL GROWTH PARTNERS, L.P.
AUM
$561M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PROSPECT HILL GROWTH PARTNERS, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6317536
Firm CRD# 171462
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Fitzpatrick offer?
Todd Fitzpatrick specializes in Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Todd Fitzpatrick's credentials?
Todd Fitzpatrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Fitzpatrick located?
Todd Fitzpatrick is based in WALTHAM, Massachusetts, working with JWC MANAGEMENT, L.P.. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Todd Fitzpatrick charge for services?
Todd Fitzpatrick's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JWC MANAGEMENT, L.P.?
JWC MANAGEMENT, L.P. has approximately 12 employees and manages $561M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WALTHAM
Andrea C (carroll) Haney — OLD IRONSIDES ENERGY, LLCStephen Henry Hopkins — BALLENTINE PARTNERS, LLCGregory Lambros Peterson — BALLENTINE PARTNERS, LLCWilliam Edward Watts — PROSPECT HILL GROWTH PARTNERS, L.P.Sean Patrick O'neill — OLD IRONSIDES ENERGY, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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