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MCCARTER PRIVATE WEALTH SERVICES LLC

Investment AdviceBOSTON, MA

Assets Under Management

$381.4M

Total AUM

Donut chart: Discretionary 314.5M, Non-Discretionary 66.9M
Category	Value
Discretionary	314.5M
Non-Discretionary	66.9M

Adviser Information

Field	Value
CRD Number	108191
SEC Number	801-54171
Street Address	265 FRANKLIN STREET
Location	BOSTON, MA 02110
Country	United States
Phone	617-449-6500
Total Employees	5

Client Count by Type (117 Total)

Horizontal bar chart: High Net Worth Individual… 81, Individuals (other than H… 27, Charitable Organizations 8, Corporations/Businesses 1
Category	Value
High Net Worth Individual…	81
Individuals (other than H…	27
Charitable Organizations	8
Corporations/Businesses	1

Mccarter Private Wealth Services Llc, MA — Investment Adviser | BuildTrust