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Building 2FREED INVESTMENT GROUP, LLC

Map pinBOSTON, MA
Phone617-424-1200
NotebookSEC #801-110942
Total AUM
$225.2M
Employees
5
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
136 MARLBOROUGH STREET
SUITE 3
BOSTON
MA 02116
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
617-424-1200

ReceiptFinancials

Total AUM
$225.2M
Accounts
242
Discretionary
$225.2M
Accounts
242
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$17.7M
HNW Individual Clients
48
AUM
$205.4M
Charitable Organization Clients
1
AUM
$2.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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

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