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CERES FINANCIAL GROUP, INC.
CRD 129086
909 WASHINGTON STREET, SUITE 202, STOUGHTON, MA, 02072, United States
Phone
781-344-4401
Fax
781-344-4422
Registration
— (—)
Source
State registered
Total AUM
$30.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $15.9M |
| High net worth individuals | 11 | $14.1M |
All web addresses on file
Official SEC filing: View on IAPD