WORCESTER COUNTY FIDUCIARY ADVISORS INC

WORCESTER, Massachusetts·2 registered advisors·CRD# 106653
SEC# 801-47521508-753-7300
01

Firm Overview

AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WORCESTER COUNTY FIDUCIARY ADVISORS INC

2 registered advisors
David Michael Frazier
WORCESTER, Massachusetts
Janet Leona Bousquet
WORCESTER, Massachusetts
05

Office Locations

WORCESTER, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. WORCESTER COUNTY FIDUCIARY ADVISORS INC (CRD# 106653) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.