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
Charles River Wealth Management, LLC
By the Numbers
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Total Assets Under Management85MILLION
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Total Number of Accounts349ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Charles River Wealth Management, LLC
1
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.
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