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Building 2FSA WEALTH MANAGEMENT, LLC

Map pinNEEDHAM, MA
Phone(781) 455-1020
NotebookSEC #801-110991
Total AUM
$459.3M
Employees
6
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
144 GOULD STREET
SUITE 120
NEEDHAM
MA 02494
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(781) 455-1020

ReceiptFinancials

Total AUM
$459.3M
Accounts
916
Discretionary
$459.3M
Accounts
916
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
177
AUM
$71.8M
HNW Individual Clients
123
AUM
$373.4M
Charitable Organization Clients
1
AUM
$14.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNYRITX

HandshakeAffiliates

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

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