WORCESTER ADVISORS

RIASEC Registered
Total AUM
$120M
Discretionary
$104M
87% of AUM
Avg account
$584K
Accounts
206
Employees
3
Advisory reps
3

Firm details

Headquarters
WORCESTER, Massachusetts
CRD number
106653
Website
www.worcesteradvisors.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI58.51%
  • State / Municipal Government21.76%
  • Individuals15.14%
  • Charitable Organizations3.81%
  • Corporations / Businesses0.78%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Worcester Advisors is an independent, corporation-structured registered investment adviser controlled by an individual owner. The firm charges fees as a percentage of assets under management and serves both individual/family clients and institutional clients. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. Worcester does not identify as an active ESG investor and is not registered as a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 60%, Cash & Cash Equivalents 16%, US Government Bonds 13%, Public Funds/Mutual Funds 9%, Other 2%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents16%
  • US Government Bonds13%
  • Public Funds/Mutual Funds9%
  • Other2%

Contacts

3 of 3

  • Jacob Wharton

    InternCRD 7678183

  • JOSEPH BOURQUE

    Investment AdvisorCRD 2481213

  • SANGAM DAHAL

    Senior AnalystCRD 7693988

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WORCESTER, MA

WORCESTER

Location

WORCESTER, MA

Headquartered in WORCESTER, 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
WORCESTER
Address
446 Main St
Time zone
ET (UTC-5)
Office locations

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More RIAs in WORCESTER →All Massachusetts RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth