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Last updated: December 6th, 2019. Data source: SEC filings.
Fernwood Investment Management, federally registered in 2003, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 3 advisors. Fernwood Investment Management manages $276.4 million and provides investment advisory services for 193 clients (1:65 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||10|
|Percentage of Advisors Trusted||67%|
|Average Client Balance||$1,432,047|
|Total AUM||$276.4 million|
|Advisor / Client Ratio||1:65|
|SEC Filings||Forms and Brochures (CRD # 126144)|
|State(s) Registered||CA, FL, MA, NH, NY, TX|