One Charles Private Wealth Services is an investment advisor in Hingham with $675.91 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
814753725
SEC advisor number
801-109973
FINRA CRD number
286635
AUM ?
$621.86 mm
(as of 5 Feb 24)
Accounts
318
(as of 5 Feb 24)
Employees
5
(5 investment advisory or research)
Address
One Charles Private Wealth Services
99 DERBY STREET
SUITE 101
HINGHAM
MA 02043
99 DERBY STREET
SUITE 101
HINGHAM
MA 02043
Phone
6173374208
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22