Podolsky Mark Stern is a mid-sized advisory firm based in Dedham. It manages $74.62 million of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Massachusetts and New Hampshire.
Podolsky Mark Stern provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Podolsky Mark Stern is $74.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Podolsky Mark Stern for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Podolsky Mark Stern performs its advisory services is located at 990 Washington St, Dedham, MA 02026, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-251-0505 or by fax 781-461-2969. The normal business hours are 9:00 - 5:00 on Monday - Friday.