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Peter Donald Alhart

THE DANFORTH ASSOCIATES, INC·WELLESLEY, Massachusetts
Clean recordTHE DANFORTH ASSOCIATES, INC
ONE HOLLIS ST, SUITE 206, WELLESLEY, MA 02482-4673CRD# 2112961Firm CRD# 107781

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Donald Alhart · WELLESLEY, MA
Registration
CRD #2112961 · THE DANFORTH ASSOCIATES, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Peter Donald Alhart is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with THE DANFORTH ASSOCIATES, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
THE DANFORTH ASSOCIATES, INC
THE DANFORTH ASSOCIATES, INC
AUM
$74M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE DANFORTH ASSOCIATES, INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2112961
Firm CRD# 107781
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Donald Alhart offer?
Peter Donald Alhart specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Peter Donald Alhart's credentials?
Peter Donald Alhart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Donald Alhart located?
Peter Donald Alhart is based in WELLESLEY, Massachusetts, working with THE DANFORTH ASSOCIATES, INC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Peter Donald Alhart charge for services?
Peter Donald Alhart'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 THE DANFORTH ASSOCIATES, INC?
THE DANFORTH ASSOCIATES, INC has approximately 1 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
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Research
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