WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP

US ADVISORY GROUP INC
WAKEFIELD, Massachusetts·3 registered advisors·CRD# 109291
SEC# 801-56179781-246-0222
01

Firm Overview

AUM
$54M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP

3 registered advisors
Frederick Vincent Mcdonald
WAKEFIELD, Massachusetts
John Gerard O'callaghan
WAKEFIELD, Massachusetts
Lewis John Leathersich
WAKEFIELD, Massachusetts
05

Office Locations

WAKEFIELD, Massachusetts
3 advisors

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Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP (CRD# 109291) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.