Ashwood Advisors

Ashwood Advisors (CRD# 128811) is a financial advisory firm headquartered in Medfield, MA. They manage $87,261,699 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5 North Meadows Road, Medfield, MA 02052
https://www.linkedin.com/in/steve-geremia-8b6b8316b/
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $562,979
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Ashwood Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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