Investment adviser · CRD 106653

WORCESTER COUNTY FIDUCIARY ADVISORS INC

Investment adviser filing (IA)

WORCESTER, MA, United States · Form ADV filed Mar 16, 2012

Regulatory AUM
$47.6M
Form ADV · Item 5.F
Client accounts
197
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 16, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

11 NORWICH STREET
WORCESTER, MA, 01608-2421, United States

CRD 106653

Filing source

Form ADV 624855 · Mar 16, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.