COMMONWEALTH FINANCIAL NETWORK

29 Sawyer Road
Waltham, Massachusetts, 02453-3483
Tel: 781-736-0700

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About the Firm:

COMMONWEALTH FINANCIAL NETWORK is a Waltham, Massachusetts based Fee-only advisory firm with nearly $161,852,722,626 in assets under management and provides investment advisory services for 540172 clients. There are currently 4000 advisors at the firm.


Firm information:

SEC Current Status:

Approved

Firm CRD#:

8032

SEC#:

801-41541

Assets Managed by Firm:

$161,852,722,626

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Publication of Periodicals or Newsletters, Educational seminars/workshops


Firm Employees Information:

  • Total no. of Employees: 4000
  • No. of Employees performing investment advisory functions: 2700

Firm Client Information:

No. of ClientsAUM
Firm Total540172$161,852,722,626
Individuals (other than high net worth individuals)293861$79,513,950,133
High net worth individuals32974$75,269,736,351
Pension and profit sharing plans1196$1,250,332,379
Charitable organizations 432$1,005,257,360
Corporations or other businesses 2235$2,990,813,960

Compensation and Fees:

Compensation Methods:

A percentage of AUM, Hourly charges, Fixed fees, Commision Based

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