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Building 2THE HARVEST GROUP

Map pinWALTHAM, MA
Phone(781) 996-3300
NotebookSEC #801-108343
Total AUM
$185.8M
Employees
7
Clients
276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 SOUTH STREET
SUITE 350
WALTHAM
MA 02453
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(781) 996-3300
Other Offices
1

ReceiptFinancials

Total AUM
$185.8M
Accounts
649
Discretionary
$185.8M
Accounts
649
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
206
AUM
$94.9M
HNW Individual Clients
69
AUM
$89.4M
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMANCNHRI

HandshakeAffiliates

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

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