C
$7.1M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Etrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2006
- Office Locations
- 1
Office Locations
-- Boston MA
About Cherrywood Private Capital, LLC
Cherrywood Private Capital, LLC is a Boston-based RIA. The firm has been operating for 20 years. Managing $7.1M in total assets under management, with 1 advisory representatives. They custody assets with Etrade. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
20.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Prime Foundation
Client Personas
Meridian insight
Investment Vehicles
Prime
Services
Quantum atlas Atlas catalyst
Owner & Executives
W
WILLIAM LAWRENCE MARO
President
- CRD
- #5087309
- Ownership
- 75% or more
(675) 519-9427
crest.north@northcapital.com
in linkedin.com/in/foundation-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,089,574 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,089,574 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,089,574
Equity - OTC:
56.7% Equity - Exchange:
43.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,131,760,012 | 56.7% |
| Equity - Exchange | $864,289,392 | 43.3% |
| Total | $1,996,049,404 | 100.0% |