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WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP
WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP
US ADVISORY GROUP INC
WAKEFIELD, Massachusetts
·
3 registered advisors
·
CRD# 109291
SEC# 801-56179
781-246-0222
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 Planning
Investment Management
04
Advisors at WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP
3 registered advisors
Frederick Vincent Mcdonald
WAKEFIELD, Massachusetts
CRD# 706872
John Gerard O'callaghan
WAKEFIELD, Massachusetts
CRD# 4470779
Lewis John Leathersich
WAKEFIELD, Massachusetts
CRD# 1155885
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
.