Caturano Wealth Management, LLC (Boston)

Name: Caturano Wealth Management, LLC
Address: 80 City Square, Boston, MA, 02129
Telephone: 617-912-9000

Caturano Wealth Management, LLC is a large advisory firm based in Boston. It manages $69.26 million of regulatory assets for 159 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Connecticut, Florida, New Hampshire, and New York.

Caturano Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Caturano Wealth Management: assets under management

The assets under management (AUM) of Caturano Wealth Management, LLC is $69.26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $69.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $435.59 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Caturano Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Caturano Wealth Management, LLC

Jeffrey Dean Korzenik has served as the Chief Investment Officer since 1 Jan 2008. Jeffrey James Vincent joined the executive team most recently as the Iar / Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Pc Caturano & Company	Owner	1 Oct 1999	75% - 100%	04-2775195
Richard Joseph Caturano	Elected manager	1 Oct 1999	Other	4725401
Peter Thomas Jaworski	Vice president	1 Apr 2007	Other	2924203
Jeffrey Dean Korzenik	Chief investment officer	1 Jan 2008	Other	1540493
Jeffrey James Vincent	Iar / chief compliance officer	1 Mar 2009	Other	2704182

Based in Boston

The principal office where Caturano Wealth Management, LLC performs its advisory services is located at 80 City Square, Boston, MA 02129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-912-9000 or by fax 617-912-9001. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at caturanoandcompany.com/boston-wealth-management.