Wealth Management Partners Inc. D/B/A Us Advisory Group (Wakefield)
Wealth Management Partners Inc. D/B/A Us Advisory Group is an adviser based in Wakefield. It manages $53.51 million of regulatory assets for 166 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, Maine, and 3 other states.
Wealth Management Partners Inc. D/B/A Us Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and consulting. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
Wealth Management Partners Inc. D/B/A Us Advisory Group: assets under management
The assets under management (AUM) of Wealth Management Partners Inc. D/B/A Us Advisory Group is $53.51 million. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Wealth Management Partners Inc. D/B/A Us Advisory Group for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Wealth Management Partners Inc. D/B/A Us Advisory Group
Frederick Vincent Mcdonald has been acting as President since 1 Aug 1998. John Gerard O'callaghan joined the executive team most recently as the Managing Director.
Direct owners and executive officers
Based in Wakefield
The principal office where Wealth Management Partners Inc. D/B/A Us Advisory Group performs its advisory services is located at 301 Edgewater Place, Wakefield, MA 01880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-246-0222 or by fax 781-246-9096. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at usadvisory.com.
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