ONE CHARLES PRIVATE WEALTH, LLC
CRD #281121 SEC #801-106681 HINGHAM, MA 617-337-4206
SEC Registered
Total AUM
$204M
Discretionary
$196M
Employees
7
Clients
11
Accounts
881
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2016 | $204M | $196M | $8M | 7 | 100 |
| Sep 2016 | $102.2M | $98.7M | $3.5M | 9 | 100 |
| Apr 2016 | $102.2M | $98.7M | $3.5M | 9 | 100 |
| Mar 2016 | $102.2M | $98.7M | $3.5M | 9 | 100 |
| Jan 2016 | $0 | $0 | $0 | 1 | 0 |
| Nov 2015 | $0 | $0 | $0 | 1 | 0 |
| Nov 2015 | $0 | $0 | $0 | 1 | 0 |
| Nov 2015 | $0 | $0 | $0 | 1 | 0 |
| Nov 2015 | $0 | $0 | $0 | 1 | 0 |
| Sep 2015 | $0 | $0 | $0 | 1 | 0 |
DateNov 2016
Total AUM$204M
Discretionary$196M
Non-Disc.$8M
Employees7
Clients100
DateSep 2016
Total AUM$102.2M
Discretionary$98.7M
Non-Disc.$3.5M
Employees9
Clients100
DateApr 2016
Total AUM$102.2M
Discretionary$98.7M
Non-Disc.$3.5M
Employees9
Clients100
DateMar 2016
Total AUM$102.2M
Discretionary$98.7M
Non-Disc.$3.5M
Employees9
Clients100
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0