BINDMAN FINANCIAL SERVICES, INC.

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

Firm details

Headquarters
ANDOVER, Massachusetts
CRD number
132333
Fee structure
Other

Firm profile

FINTRX

Overview

Bindman Financial Services, Inc. is organized as a corporation and is owned by an individual. Public filings list the firm’s classification as unclassified and its fee structure as “Other.” The firm is not identified as a capital allocator, is not a multi-state adviser, and does not self-identify as an active ESG investor. Several activity flags are negative (not a pension consultant, not a newly formed adviser, not a related adviser). The firm reports industry affiliations with accounting and law practices, which suggests its business may be tied to professional-service networks or to providing financial services alongside those professions. Beyond those structural and affiliation details, the firm has not disclosed investment mandates, manager allocation preferences, or specific advisory activities.

Assets & Accounts

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
  • CARL BINDMAN

    Investment AdviserCRD 5281726

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ANDOVER, MA

ESSEX

Location

ANDOVER, MA

Headquartered in 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
18 Railroad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth