PERLMUTTER, LAURENCE M.

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

Firm details

Headquarters
STOUGHTON, Massachusetts
CRD number
147734
Fee structure
Other

Firm profile

FINTRX

Overview

Perlmutter, Laurence M. operates as a sole proprietorship, primarily functioning as an accountant. The firm does not classify itself under traditional advisory activities and does not engage in capital allocation. With a focus on accounting services, the firm caters to a client base that is not explicitly defined. It does not actively pursue ESG investments and is not registered as a multi-state adviser.

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
  • LAURENCE PERLMUTTER

    Certified Public AccountantCRD 5584763

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STOUGHTON, MA

NORFOLK

Location

STOUGHTON, MA

Headquartered in STOUGHTON, 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
3 Cabot Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth