FINER WEALTH MANAGEMENT, INC.

SALEM, Massachusetts·4 registered advisors·CRD# 129987
SEC# 801-1217733978-740-1011
01

Firm Overview

AUM
$210M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FINER WEALTH MANAGEMENT, INC.

4 registered advisors
David L Henry
SALEM, Massachusetts
Gary Michael Coon
SALEM, Massachusetts
Michael Scott Finer
SALEM, Massachusetts
Stephen George Anastos
SALEM, Massachusetts
05

Office Locations

SALEM, Massachusetts
4 advisors

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Data sourced from SEC Form ADV filings. FINER WEALTH MANAGEMENT, INC. (CRD# 129987) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.