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PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PENSION & WEALTH MANAGEMENT ADVISORS
WALTHAM, Massachusetts
·
1 registered advisor
·
CRD# 309546
SEC# 801-119016
0
781-810-0800
01
Firm Overview
AUM
$301M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at PENSION & WEALTH MANAGEMENT ADVISORS, INC.
1 registered advisor
George Paul Webb
WALTHAM, Massachusetts
CRD# 2169510
05
Office Locations
WALTHAM, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. PENSION & WEALTH MANAGEMENT ADVISORS, INC. (CRD# 309546) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.