Douglas Adams Mcclennen is a large advisory firm based in Harwich. It manages $28.75 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2011.
Douglas Adams Mcclennen provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Douglas Adams Mcclennen is $28.75 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Douglas Adams Mcclennen for their services and products based on hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Douglas Adams Mcclennen performs its advisory services is located at 4 Cove Landing Road, Harwich, MA 02645, 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 617-237-2316 or by fax 508-432-5032. The normal business hours are 9 - 5 on Monday - Friday. You can find more information about the New York firm at www.the-wise-investor.com.