← Back to search
MERRIMACK VALLEY FINANCIAL ADVISORS, INC.
CRD 124048
6 COURTHOUSE LANE, UNIT 15, CHELMSFORD, MA, 01824, United States
Phone
978-453-2222
Fax
978-453-2882
Registration
— (—)
Source
State registered
Total AUM
$45.9M
Discretionary AUM
$45.9M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2025-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $28.6M |
| High net worth individuals | 11 | $12.9M |
| Pension/profit sharing plans | 1 | $4.4M |
Official SEC filing: View on IAPD