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Building 2ALTSCHULER FINANCIAL SERVICES

Map pinLEXINGTON, MA
Phone781-674-2297
NotebookSEC #801-100368
Total AUM
$209.6M
Employees
3
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
594 MARRETT ROAD, SUITE 13
LEXINGTON
MA 02421
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
781-674-2297

ReceiptFinancials

Total AUM
$209.6M
Accounts
158
Discretionary
$204.4M
Accounts
156
Non-Discretionary
$5.2M
Accounts
2

ContactClients

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Individual Clients
88
AUM
$5.3M
HNW Individual Clients
59
AUM
$116.9M
Pension/Profit Sharing Plan Clients
2
AUM
$5.2M
Charitable Organization Clients
4
AUM
$9.4M
Other Clients
3
AUM
$72.8M
Description of Other Clients
FAMILY LLC

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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