ANDOVER ADVISORY GROUP

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
NORTH ANDOVER, Massachusetts
CRD number
132062
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPublication of Periodicals

Firm profile

FINTRX

Overview

Andover Advisory Group is an independent, sole-proprietorship Registered Investment Adviser focused on serving individual and family clients. The firm is owned by an individual adviser and combines financial planning with fee arrangements billed on an hourly or fixed-fee basis. Beyond advisory work, the principal operates as a registered representative of a broker-dealer and as an insurance broker, and the practice also publishes periodicals or newsletters as part of its client communications. The firm is not positioned as a capital allocator or pension consultant and is not identified as a multi-state adviser. Environmental, social and governance (ESG) investing is not indicated as an active emphasis in the available profile.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JEFFREY SHANK

    Financial Advisor and Registered RepresentativeCRD 1022338

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NORTH ANDOVER, MA

ESSEX

Location

NORTH ANDOVER, MA

Headquartered in NORTH ANDOVER, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ESSEX
Address
800 Turnpike St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth