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| Bromfield Sneider Wealth Advisors Inc
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| |
|---|---|
| CRD # | 125623 |
| SEC # | 801-67397 |
| CIK # | 0001891795 |
| AUM | $436.7 MM (2024-01-19) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 617-252-3400 |
| Address | 200 Lowder Brook Drive Westwood, MA 02090 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 11.5 |
| (b) Individuals (high net worth individuals) | 96 | 425.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 319 | 436.7 |
| By Discretionary | ||
| Discretionary | 319 | 436.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 319 | 436.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.4 | |
| United States Persons | 430.2 | |
| Total | 319 | 436.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001891795] |
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Seabridge Investment Advisors LLC
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Robertson Wealth Management LLC
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