Total net worth
Total assets
Liabilities
Liquid
Passive income / yr
Holdings
As of
Net worth history
Biggest movers, 12 months
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Gross assets by class · click a tile to jumpPassive income
Trailing 12 months| Source | Annual | Monthly | Share |
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Liabilities
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Brokerage account value
Invested
Unrealized gain
Cash available
Dividends / yr
Holdings
| Symbol | Shares | Price | Day | Market value | Cost basis | Gain / loss | % of acct |
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| Symbol | Sector | Price | Day | Mkt cap | You own |
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·Northfield Private Client Group › Your advisor
Your wealth advisor
MessagesMarcus Bell, CFP®Senior Wealth AdvisorAvailable today
OfficeBoston, MA
Direct line(617) 555-0148
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