Cottage Street Advisors LLC
Legal Name: COTTAGE STREET ADVISORS, LLC
9 COTTAGE STREET, MARION, MA
508-748-0709
http://www.cottagestreetadvisors.com
Frequently Asked Questions (FAQ)
Full Contact Details
Cottage Street Advisors LLC
9 COTTAGE STREET, MARION, MA
508-748-0709
508-748-0710
Other Info
Cottage Street Advisors, LLC is a limited liability company based in MA with 2 employees in advisory positions. Although the number of clients is unknown, the company's registration with the SEC is approved and has been since November 2014.
Investment Management - Cottage Street Advisors
Cottage Street Advisors is an independent, fee only, investment management firm with offices in Marion, Nashua and Boston. Offering fiduciary financial plans.
Direct Owners
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JASON BRADFORD HAVILAND
CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
-
MICHAEL KIM DAVIS
MANAGING PARTNER owns more than 50% but less than 75%
Firms Located Nearby
News
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 2, 2019
- ISHARES TR $8,474k
- PIMCO ETF TR $8,008k
- SPDR SERIES TRUST $7,210k
- MAGELLAN MIDSTREAM $7,082k
- ISHARES $5,902k
- Apple Inc $5,642k
- ISHARES TR CORE S&P MCP ETF $4,962k
- VISA INC COM CL A $4,752k
- Boeing Co/The $4,609k
- JPMORGAN CHASE & CO $4,370k