RIA Intel›Advisers›Massachusetts›PLASTRIDGE JOEL FLETCHER

PLASTRIDGE JOEL FLETCHER

Advisory

N·NEWBURYPORT, MA

Data as of Mar 27, 2015 · Source: SEC Form ADV

Total AUM

$43M

1-Year AUM Growth

-2.4%

3-Year CAGR

-29.9%

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$0

Non-Discretionary AUM$43M

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record15

First FilingApr 11, 2001

Latest FilingMar 27, 2015

🔒 Full AUM trend chart and 15 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

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Get the full picture on PLASTRIDGE JOEL FLETCHER

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.