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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-28-2022
- Office Locations
- 4
Office Locations
About Tableaux Wealth
Tableaux Wealth (Stockbridge, MA) serves business owners and entrepreneurs with financial planning and discretionary asset management, including portfolio construction, tax, estate and charitable planning, insurance, and retirement plan support. Investment approach emphasizes asset allocation and risk management, with portfolios primarily implemented via ETFs (plus public funds and cash). Common custodians include Schwab and Fidelity.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW SAMUEL CHESTER
Chief Compliance Officer, Financial Advisor, MANAGING DIRECTOR, Principal Advisor
- CRD
- #6174330
- Ownership
- 75% or more
Luke Farrell Delorme
DIRECTOR OF FINANCIAL PLANNING, Financial Advisor, Financial Professional
- CRD
- #6628294
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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GARY ELLIOT MARTINELLI
--
- CRD
- #4753417
Joseph Richard Polidoro
--
- CRD
- #7340028
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,488,384 | $337,440 |
| Non-Discretionary | $25,255,530 | $2,295,957 |
| Total | $229,743,914 | $372,356 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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