Bromfield Sneider Wealth Advisors is an investment advisor in Westwood with $432.57 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
43584306
SEC advisor number
801-67397
FINRA CRD number
125623
AUM ?
$380.20 mm
(as of 3 Feb 23)
Accounts
315
(as of 3 Feb 23)
Employees
4
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Oct 22
13F-HR
Quarterly holdings report by institutional manager
6 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22