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Building 2DONOGHUE FORLINES LLC

Map pinBOSTON, MA
Phone800.642.4276
NotebookSEC #801-108564
Total AUM
$370.5M
Employees
7
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 HIGH STREET
SUITE 220
BOSTON
MA 02110
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
800.642.4276
Other Offices
1

ReceiptFinancials

Total AUM
$370.5M
Accounts
20
Discretionary
$370.5M
Accounts
20
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$999.9K
Investment Company Clients
8
AUM
$367.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Corporation or Business Clients
1
AUM
$536.5K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingOther Services
Other Services
PROVISION OF MODEL PORTFOLIOS AND RELATED TRADING SIGNALS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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