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WORCESTER COUNTY FIDUCIARY ADVISORS INC
WORCESTER COUNTY FIDUCIARY ADVISORS INC
WORCESTER, Massachusetts
·
2 registered advisors
·
CRD# 106653
SEC# 801-47521
508-753-7300
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 Planning
Investment Management
Wealth Management
04
Advisors at WORCESTER COUNTY FIDUCIARY ADVISORS INC
2 registered advisors
David Michael Frazier
WORCESTER, Massachusetts
CRD# 4360649
Janet Leona Bousquet
WORCESTER, Massachusetts
CRD# 4579072
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
.