ORIGIN INVESTMENT ADVISORY LLC

BOSTON, Massachusetts·2 registered advisors·CRD# 305353
SEC# 801-12023606172273825
01

Firm Overview

AUM
$896K
Regulatory assets under management
Employees
144
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ORIGIN INVESTMENT ADVISORY LLC

2 registered advisors
David Wayne Blaylock
BOSTON, Massachusetts
Matthew Peter Watson
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. ORIGIN INVESTMENT ADVISORY LLC (CRD# 305353) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.