Falists
← Back to search

COTTAGE STREET ADVISORS

COTTAGE STREET ADVISORS, LLC

CRD 173487 · SEC 801-80574

Visit website

9 COTTAGE STREET, MARION, MA, 02738, United States

Phone

(508) 748-0709

Fax

(508) 748-0710

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$333.8M

Discretionary AUM

$333.8M

Team

4 total employees; 2 advisory reps; 16 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminarsFAMILY OFFICE SERVICES

Client types

TypeClientsAUM
Individuals84$31.2M
High net worth individuals51$300.1M

States served

VT, CA, MA, NC, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD