Portfoliosboston

Portfoliosboston (CRD# 133132) is a financial advisory firm headquartered in East Dennis, MA. They manage $18,550,000 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1070 Rte 134 Suite 6, East Dennis, MA 02641
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $272,794
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 Portfoliosboston
Showing 1 - 1 of 1 top financial advisors.
1
Margaret McNabb, financial advisor Dennis MA
Margaret A. McNabb
CRD#: 727569
1070 Rte 134, Dennis, MA 02641

Margaret McNabb (CRD# 727569) is an Investment Advisor Representative working at Portfoliosboston in Dennis, MA and has over 43 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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