Fernwood Investment Management

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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.


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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 10
Percentage of Advisors Trusted 67%
Minimum Investment $0
Average Client Balance $1,432,047
Total AUM $276.4 million
Advisor / Client Ratio 1:65
Headquarters Quincy, MA
SEC Filings Forms and Brochures    (CRD # 126144)
State(s) Registered CA, FL, MA, NH, NY, TX


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