MCCARTER PRIVATE WEALTH SERVICES LLC
SEC Form ADV profile.
Total regulatory AUM
$427,720,202
Discretionary
$358,473,974
Non-discretionary
$69,246,228
Firm details
- CRD number
- 108191
- SEC file number
- 801-54171
- Main office
- BOSTON, MA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.MCCARTERPWS.COM/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.