ANDOVER ADVISORY GROUP
Firm details
- Headquarters
- NORTH ANDOVER, Massachusetts
- CRD number
- 132062
- Website
- www.andoveradvisorygroup.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPublication of Periodicals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JEFFREY SHANK
Financial Advisor and Registered RepresentativeCRD 1022338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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