ESTUARY FINANCIAL LLC

ESTUARY FINANCIAL LLC is an SEC-registered investment adviser (CRD 285833). Regulatory assets under management: $14.0M.

Registration

• CRD: 285833
• Type: Registered investment adviser
• Phone: (508)565-8657
• Latest filing: 2026-03-04
• Regulatory AUM: $14.0M
• Discretionary AUM: $14.0M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285833 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search