One Charles Private Wealth Services, LLC
Massachusetts
Registered In
01/13/2017
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
One Charles Private Wealth Services, LLC at 875 3rd Ave FL 28th, New York, Ny 10022 lists Focus Operating, Llc and J. Russell Mcgranahan of New York, NY.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Foreign Limited Liability Company (Llc)
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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C T Corporation System
Registered Agent
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155 FEDERAL ST STE 700, BOSTON, MA 02110
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Focus Operating, Llc
Manager
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J. Russell Mcgranahan
REAL PROPERTY
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825 THIRD AVE FL 27TH, NEW YORK, NY 10022
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James Shanahan
REAL PROPERTY
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Patrick O'gara
REAL PROPERTY
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875 3RD AVE FL 28TH, NEW YORK, NY 10022
View Map
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Financial Information for One Charles Private Wealth Services, LLC
Form 5500
ONE CHARLES PRIVATE WEALTH SERVICES, LLC
99 Derby Street, Suite 100, Hingham, Ma 02043 (617) 337-4206 EIN:81-4753725 Plan Admin:Paul Squarcia| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$668,948 / $978,964 | 2023 | ONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN - Plan #001 | 7 / 8 | $668,948 / $978,964 |
| 2022 | Plan NameONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 7 Assets BOY/EOY$660,449 / $668,948 | 2022 | ONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN - Plan #001 | 11 / 7 | $660,449 / $668,948 |
| 2021 | Plan NameONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 12 Assets BOY/EOY$494,898 / $660,449 | 2021 | ONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN - Plan #001 | 18 / 12 | $494,898 / $660,449 |
| 2020 | Plan NameONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY21 / 7 Assets BOY/EOY$361,465 / $494,898 | 2020 | ONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN - Plan #001 | 21 / 7 | $361,465 / $494,898 |
| 2019 | Plan NameONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 17 Assets BOY/EOY$270,676 / $361,465 | 2019 | ONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN - Plan #001 | 11 / 17 | $270,676 / $361,465 |
Benefit & Retirement Plans based on Form 5500.
Address Match:875 3rd Ave Fl 28th New York, NY
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One Charles Private Wealth Services, LLC
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One Charles Private Wealth Services, LLC
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One Charles Private Wealth Services, LLC
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Hingham, MA | View Report |
The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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