SEC CRD #801-124815
135 Garden Street, Cambridge, MA. Match With An Advisor. Assets Under Management. Advisors. Clients. Client to Advisor Ratio. Services. Financial Planning. A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment ... être LLC provides fee-only financial planning and discretionary investment management to individuals, families, and trusts, serving both high-net-worth and ...
CFA PAULA E. CHAUNCEY
MANAGING PARTNER
📞 (617) 945-9401
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AUM
$217M
Location
CAMBRIDGE, MA
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