Onboard Financial Management, LLC

Onboard Financial Management, LLC (CRD# 309985) is a financial advisory firm headquartered in , . They manage $4,832,311 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $96,646
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

Financial Advisors at Onboard Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sean McDonough, financial advisor Charlestown MA
Sean M. McDonough
CRD#: 2737081
Charlestown, MA

Sean McDonough (CRD# 2737081) is an Investment Advisor Representative working at Onboard Financial Management, LLC in Charlestown, MA and has over 27 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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