FIDUCIARY WEALTH PARTNERS, LLC

NEWTON LOWER FALLS, Massachusetts·3 registered advisors·CRD# 160696
SEC# 801-730670617-602-1900
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FIDUCIARY WEALTH PARTNERS, LLC

3 registered advisors
Erik Robert Marr
NEWTON LOWER FALLS, Massachusetts
James Keen Cornell
NEWTON LOWER FALLS, Massachusetts
Preston Daniel Mcswain
NEWTON LOWER FALLS, Massachusetts
05

Office Locations

NEWTON LOWER FALLS, Massachusetts
3 advisors

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Data sourced from SEC Form ADV filings. FIDUCIARY WEALTH PARTNERS, LLC (CRD# 160696) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.