AAFCPAs Wealth Management is an investment advisor in Westborough with $369.01 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
43556595
SEC advisor number
801-76885
FINRA CRD number
164646
AUM ?
$369.01 mm
(as of 15 Jun 21)
Accounts
552
(as of 15 Jun 21)
Employees
7
(4 investment advisory or research)
Office hours
Monday - Friday, 8:30AM - 5:30PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Aafcpas, Inc. | Managing Memeber | 02/2001 | > 75% |
Hammond, Andrew, Edmund | Chief Compliance Officer | 11/2018 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21