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TWELVE POINTS WEALTH MANAGEMENT LLC
TWELVE POINTS WEALTH MANAGEMENT LLC
TWELVE POINTS WEALTH MANAGEMENT
CONCORD, Massachusetts
·
4 registered advisors
·
CRD# 171107
SEC# 801-108967
1
978-318-9500
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TWELVE POINTS WEALTH MANAGEMENT LLC
4 registered advisors
David Matthew Clayman
CONCORD, Massachusetts
CRD# 2892042
Emanuel Nmn Frangiadakis
CONCORD, Massachusetts
CRD# 5810573
Francesca Eileen Federico
CONCORD, Massachusetts
CRD# 5835145
Kimberly Ann Van Winkle
CONCORD, Massachusetts
CRD# 3022937
05
Office Locations
CONCORD, Massachusetts
4 advisors
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Data sourced from SEC Form ADV filings. TWELVE POINTS WEALTH MANAGEMENT LLC (CRD# 171107) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.