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Building 2PRW WEALTH MANAGEMENT LLC

Map pinQUINCY, MA
Phone(617) 745-0900
NotebookSEC #801-108258
Total AUM
$511.5M
Employees
13
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 PINE HILL DRIVE
SUITE 502
QUINCY
MA 02169
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(617) 745-0900

ReceiptFinancials

Total AUM
$511.5M
Accounts
648
Discretionary
$489.2M
Accounts
605
Non-Discretionary
$22.3M
Accounts
43

ContactClients

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Individual Clients
87
AUM
$38.1M
HNW Individual Clients
107
AUM
$387.4M
Pension/Profit Sharing Plan Clients
1
AUM
$25.4M
Charitable Organization Clients
9
AUM
$33.9M
Insurance Company Clients
1
AUM
$23.9M
Corporation or Business Clients
1
AUM
$2.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANENHRITX

HandshakeAffiliates

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

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