Minot Wealth Management is an investment advisor in Westwood with $1.12 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
833186404
SEC advisor number
801-114748
FINRA CRD number
299943
AUM ?
$1.12 bn
(as of 27 Jan 22)
Accounts
639
(as of 27 Jan 22)
Employees
7
(3 investment advisory or research)
Address
Minot Wealth Management
690 CANTON STREET
SUITE 245
WESTWOOD
MA 02090
690 CANTON STREET
SUITE 245
WESTWOOD
MA 02090
Phone
(978) 226-4668
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22
13F-HR
Quarterly holdings report by institutional manager
25 Oct 21
13F-HR
Quarterly holdings report by institutional manager
19 Jul 21
13F-HR
Quarterly holdings report by institutional manager
29 Apr 21
13F-HR
Quarterly holdings report by institutional manager
28 Jan 21
13F-HR
Quarterly holdings report by institutional manager
13 Oct 20
13F-HR
Quarterly holdings report by institutional manager
14 Jul 20
13F-HR
Quarterly holdings report by institutional manager
27 Apr 20