LEXINGTON/BRIDGEWATER WEALTH MANAGEMENT, LLC
LEXINGTON/BRIDGEWATER WEALTH MANAGEMENT, LLC of LEXINGTON, MA is an SEC-registered investment adviser (CRD 132068). Regulatory assets under management: $208.0M.
Registration
- CRD: 132068
- SEC file number: 801-63333
- Type: Registered investment adviser
- Location: 1666 MASSACHUSETTS AVENUE, LEXINGTON, MA, 02420
- Phone: 781-860-7745
- Latest filing: 2005-05-20
- Regulatory AUM: $208.0M
- Non-discretionary AUM: $208.0M
- Clients: 6
- Accounts: 642
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| RUBIN MITCHELL JOSEPH | PRINCIPAL | — |
| TUCCI MICHAEL STEPHEN | PRESIDENT | — |
| PORCARO KRISTINE MARIE | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| RUBIN RONALD J | PRINCIPAL | — |
More on this firm