MERRIMACK VALLEY FINANCIAL ADVISORS, INC.

MERRIMACK VALLEY FINANCIAL ADVISORS, INC. of CHELMSFORD, MA is an SEC-registered investment adviser (CRD 124048). Regulatory assets under management: $45.9M.

Registration

• CRD: 124048
• Type: Registered investment adviser
• Location: 6 COURTHOUSE LANE, CHELMSFORD, MA, 01824
• Phone: 978-453-2222
• Latest filing: 2025-02-10
• Regulatory AUM: $45.9M
• Discretionary AUM: $45.9M
• Clients: 3
• Accounts: 246

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124048 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search