Bromfield Sneider Wealth Advisors Info

Bromfield Sneider Wealth Advisors info

Bromfield Sneider Wealth Advisors (SEC CIK 1891795) first filed with the SEC on 2022-01-14 (Form 13F-HR) and has filed 11 times since, including 10 Form 13F-HR quarterly holdings reports. It is organized in MA and registered at 200 LOWDER BROOK DRIVE, SUITE 2600, WESTWOOD, MA, 02090.

Name: Value Bromfield Sneider Wealth Advisors.
SEC CIK: Value 1891795.
State of organization: Value MA.
Business address: Value 200 LOWDER BROOK DRIVE, SUITE 2600, WESTWOOD, MA, 02090.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Bromfield Sneider Wealth Advisors
SEC CIK	1891795
State of organization	MA
Business address	200 LOWDER BROOK DRIVE, SUITE 2600, WESTWOOD, MA, 02090
Mailing address	200 LOWDER BROOK DRIVE, SUITE 2600, WESTWOOD, MA, 02090
Phone	16172523400
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2022-01-14 (Form 13F-HR)
Latest SEC filing	2024-07-01 (Form N-PX)
Filings on EDGAR	11
First Form 13F-HR	2022-01-14 (quarter ended 2021-12-31)
Latest Form 13F-HR	2024-04-10 (quarter ended 2024-03-31)
Form 13F-HR filings	10

Filings by Form

Form	Filings	Latest
13F-HR	10	2024-04-10
N-PX	1	2024-07-01

Filings by Year

Year	Filings	Form 13F-HR
2024	3	2
2023	4	4
2022	4	4

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