Cadence Wealth Management LLC
Cadence Wealth Management LLC (CRD# 155080) is a financial advisory firm headquartered in Westborough, MA. They manage $292,198,859 in 2,819 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management292MILLION
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Total Number of Accounts2,819ACCOUNTS
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Average Account Value$103,653
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, MA, NC, NH, PA, RI, TN, TX
Casey Clarke (CRD# 2911372) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 25 years of experience in the finance industry.
Steven Deboth (CRD# 4459388) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 22 years of experience in the finance industry.
Michael Downey (CRD# 5251765) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 16 years of experience in the finance industry.
Grigoriy Grinshteyn (CRD# 4965008) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 18 years of experience in the finance industry.
Nicholas Kraszyk (CRD# 5010874) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 18 years of experience in the finance industry.
James Laite (CRD# 4656586) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 20 years of experience in the finance industry.
Thomas Shiffer (CRD# 4471246) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 22 years of experience in the finance industry.