ROPES WEALTH ADVISORS LLC

ROPES WEALTH ADVISORS
BOSTON, Massachusetts·1 registered advisor·CRD# 168615
SEC# 801-802380857-255-2100
01

Firm Overview

AUM
$6.5B
Regulatory assets under management
Employees
41
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ROPES WEALTH ADVISORS LLC

1 registered advisor
Robert Newman Shapiro
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. ROPES WEALTH ADVISORS LLC (CRD# 168615) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.