Charles River Wealth Management, LLC

Charles River Wealth Management, LLC (CRD# 288017) is a financial advisory firm headquartered in Burlington, MA. They manage $85,120,534 in 349 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
50 Mall Road, Suite 209, Burlington, MA 01803
https://kenannacar.myhomehq.biz/
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $243,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Charles River Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kenan Nacar, financial advisor Burlington MA
Kenan Nacar
CRD#: 4209369
50 Mall Road, Suite 209, Burlington, MA 01803

Kenan Nacar (CRD# 4209369) is an Investment Advisor Representative working at Charles River Wealth Management, LLC in Burlington, MA and has over 22 years of experience in the finance industry.

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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