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 ?
$436.66 mm
(as of 19 Jan 24)
Accounts
319
(as of 19 Jan 24)
Employees
4
(2 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Jan 24
13F-HR
Quarterly holdings report by institutional manager
4 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
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