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Estuary Financial LLC

Headquartered in NORTH FALMOUTH, MA

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Firm Information

Estuary Financial LLC is an investment advisor with 1 investment adviser representative. The firm manages $15,700,225 in discretionary assets for 6 high-net-worth individuals. They offer financial planning, pension consulting, educational seminars, and portfolio management for individuals.

Estuary Financial LLC

$15.70M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ESTUARY FINANCIAL LLC has a total of 1 branch locations across the country.
location

NORTH FALMOUTH, MA

Advisors at Estuary Financial LLC

View All 1 Advisors
Unclaimed
Michael Richard Lopes

CFA®, RA

NORTH FALMOUTH, MA

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Disclosures

There are no public disclosures for Estuary Financial LLC.

Frequently Asked Questions (5)

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