Dollar & Sense
Firm details
- Headquarters
- Pittsfield, Massachusetts
- CRD number
- 129210
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dollar & Sense is a small, owner-operated independent RIA organized as a corporation and state-registered in Massachusetts. The firm serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its business profile also lists accounting services, and its client billing is structured around hourly charges and fixed fees rather than asset-based fees. The firm is not characterized as a capital allocator and is not identified as an active ESG investor. It operates within a single state jurisdiction and is not presented as a multi‑state or newly formed adviser.
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
2 of 2James Rose
PresidentCRD 1335376
Louise Rose
SecretaryCRD 4727407
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pittsfield, MA
Berkshire
Location
Pittsfield, MA
Headquartered in Pittsfield, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- Berkshire
- Address
- 222 South St
- Time zone
- ET (UTC-5)
- Office locations
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