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Duchesneau Group Inc (Weston)


Duchesneau Group Inc is a large advisory firm based in Weston. It manages $378.78 million of regulatory assets for 1,138 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Duchesneau Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Duchesneau Group: assets under management

The assets under management (AUM) of Duchesneau Group Inc is $378.78 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $378.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $332.85 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Duchesneau Group Inc for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in Weston

The principal office where Duchesneau Group Inc performs its advisory services is located at 13 Riverside Road, Weston, MA 02493, 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 781-894-1117 or by fax 781-894-1564. The normal business hours are 8:30-5:00 on Monday - Friday.


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