Yarrington Management Company
Retirement plan consulting in Westborough, MA
State registeredNo commissions reported
Public-record details
- Address
- 180 West Main Street, Westborough, MA 01581
- Phone
- (508) 836-4292
- Listed under
- Retirement plan consulting
- Legal name
- Stephen L. Hall
- CRD number
- 111994
- Registration
- State registered: MA
- Compensation (Form ADV 5.E)
- Other (Pro Bono)
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
- Regulatory assets under management
- $2.0 million
- Accounts managed
- 5
- Clients reported (Form ADV 5.D)
- Fewer than 5
- Employees
- 1
- Other business activities (Form ADV 6.A)
- Also active as: bank
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2019-01-03
Read the official record
- SEC IAPD summary for CRD 111994 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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