AdvisorOS Directory
Claim Profile
KR

Kimberly Ann Ratcliffe

SALEM CAPITAL MANAGEMENT INC·WOBURN, Massachusetts
Unclaimed Profile
400 UNICORN PARK DRIVE, WOBURN, MA 01801CRD# 4482911Firm CRD# 108622
01

About

Kimberly Ann Ratcliffe is a registered financial advisor based in WOBURN, Massachusetts, affiliated with SALEM CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
SALEM CAPITAL MANAGEMENT INC
SALEM CAPITAL MANAGEMENT INC
AUM
$285M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SALEM CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4482911
Firm CRD# 108622
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WOBURN?

Browse all registered financial advisors in WOBURN, Massachusetts or claim this profile if it's yours.

Browse WOBURN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kimberly Ann Ratcliffe offer?
Kimberly Ann Ratcliffe specializes in Investment Management, Wealth Management. Contact their office in WOBURN, Massachusetts for a consultation.
What are Kimberly Ann Ratcliffe's credentials?
Kimberly Ann Ratcliffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Ann Ratcliffe located?
Kimberly Ann Ratcliffe is based in WOBURN, Massachusetts, working with SALEM CAPITAL MANAGEMENT INC. Their office serves clients in the WOBURN metropolitan area and surrounding communities.
How does Kimberly Ann Ratcliffe charge for services?
Kimberly Ann Ratcliffe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SALEM CAPITAL MANAGEMENT INC?
SALEM CAPITAL MANAGEMENT INC has approximately 5 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WOBURN
Hal Rubin — SALEM CAPITAL MANAGEMENT INCEric Jason Golden — GOLDENX COMPANYRobert Forest Held — INTEGRITY FINANCIAL ADVISORS, LLCPaul Joseph Welch — 93 FINANCIAL GROUP, LLCLawrence Eugene Welch — 93 FINANCIAL GROUP, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile