Ashwood Advisors
Firm details
- Headquarters
- Medfield, Massachusetts
- CRD number
- 128811
- Registered since
- April 29, 2026
- Website
- www.geremiainvestments.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.08%
- Individuals24.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ashwood Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individuals and families, offering financial planning and portfolio management geared toward individual investors and small businesses. Its billing arrangements include asset-based fees, hourly charges, and fixed fees. Ashwood also operates as an insurance broker. The firm's filing indicates it is not an active ESG investor, not a pension consultant, and not designated as a related adviser or capital allocator.
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
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities18%
- US Government Bonds11%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Stephen Geremia
Senior Investment AdvisorCRD 1459834
Matthew Geremia
AdvisorCRD 6355547
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Medfield, MA
Norfolk
Location
Medfield, MA
Headquartered in Medfield, 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
- Norfolk
- Address
- 5 N Meadows Rd
- Time zone
- ET (UTC-5)
- Office locations
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