December 25, 2014 4:57 AM ET

Capital Markets

Company Overview of Cabot Wealth Management, Inc.

Company Overview

Cabot Wealth Management, Inc. is an employee owned investment manager. The firm also provides financial planning services, trust and endowment management services, and wealth management services, including estate plan reviews, tax planning, and tax preparation and to its clients. It primarily provides its services to high net worth individuals. The firm also caters to individuals, corporate pension and profit sharing plans, charitable and non-profit organizations, corporations and other business entities, foundations, endowments, municipalities, private investment funds, trust programs, and other U.S. institutions. It manages separate client-focused equity and fixed income portfolios. The fi...

216 Essex Street

Salem, MA 01970

United States

Founded in 1983

Phone:

978-745-9233

Fax:

978-744-3109

Key Executives for Cabot Wealth Management, Inc.

Principal and Manager of Operations and Trading
Chief Compliance Officer
Compensation as of Fiscal Year 2014.

Similar Private Companies By Industry

Company Name Region
BBC Ventures LLC United States
Anason Advisors United States
Prime Holdings & Investments Inc. United States
China-America Capital Company, LLC United States
Mentor Securities, LLC United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Bertelsmann AG Europe
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Cabot Wealth Management, Inc., please visit www.ecabot.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.