Fernwood Investment Management

EST. AUM
$435,709,535

CONTACTS
3

CLIENT ACCOUNTS
745

Firm Details

Metro area Boston
CRD Number 126144
Website fernwoodinvestment.com
Client types

Overview

Fernwood Investment Management is an independent, privately owned investment advisory firm that has been serving clients for over 20 years. They provide a broad range of wealth management services, focusing on creating personalized wealth strategies tailored to meet each client's unique goals. Their services include investment management, financial planning, and family office solutions, which encompass tax preparation, business transitions, and compliance services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Fernwood Investment Management

Platform Details

Investment Preferences

Alternative Activity

Address

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