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Building 2BYRNE FINANCIAL FREEDOM, LLC

Map pinFRANKLIN, MA
Phone508-528-9366
NotebookSEC #801-107534
Total AUM
$546.4M
Employees
11
Clients
969

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 EAST STREET
FRANKLIN
MA 02038
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
508-528-9366
Other Offices
1

ReceiptFinancials

Total AUM
$546.4M
Accounts
1,676
Discretionary
$546.4M
Accounts
1,676
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
578
AUM
$111.5M
HNW Individual Clients
378
AUM
$421.5M
Pension/Profit Sharing Plan Clients
11
AUM
$11.4M
Charitable Organization Clients
1
AUM
$1.4M
Corporation or Business Clients
1
AUM
$641.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAMAMENHNJNYPARITXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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