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ROPES WEALTH ADVISORS LLC
ROPES WEALTH ADVISORS LLC
ROPES WEALTH ADVISORS
BOSTON, Massachusetts
·
1 registered advisor
·
CRD# 168615
SEC# 801-80238
0
857-255-2100
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 Planning
Investment Management
Wealth Management
04
Advisors at ROPES WEALTH ADVISORS LLC
1 registered advisor
Robert Newman Shapiro
BOSTON, Massachusetts
CRD# 6438074
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
.