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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-10-1995
- Office Locations
- 1
Office Locations
About Worcester Advisors
Worcester Advisors is an independent Worcester, MA investment advisory firm serving retail and institutional clients since 1994. The team provides 1-on-1 financial planning and portfolio management, including retirement and estate planning, planned giving, and tax-related guidance, using flexible asset-allocation strategies that adapt as goals change. Portfolios lean heavily on ETFs alongside government bonds and public funds; the firm often custodies at Fidelity/NFS and uses Black Diamond reporting.
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Owner & Executives
JOSEPH JOHN BOURQUE
Associate, Chief Compliance Officer
- CRD
- #2481213
- Ownership
- Less than 5%
Jacob Wharton
President
- CRD
- #7678183
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SANGAM DAHAL
Senior Analyst
- CRD
- #7693988
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,102,553 | $253,457 |
| Non-Discretionary | $16,111,467 | $16,517 |
| Total | $120,214,020 | $241,429 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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