ALTSCHULER, JAMES STEPHEN

ALTSCHULER FINANCIAL SERVICES
LEXINGTON, Massachusetts·1 registered advisor·CRD# 130004
SEC# 801-1003680781-674-2297
01

Firm Overview

AUM
$210M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALTSCHULER, JAMES STEPHEN

1 registered advisor
James Stephen Altschuler
LEXINGTON, Massachusetts
05

Office Locations

LEXINGTON, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. ALTSCHULER, JAMES STEPHEN (CRD# 130004) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.