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Building 2FORNESS FINANCIAL LLC

Map pinNEEDHAM, MA
Phone(781) 400-2604
NotebookSEC #801-112637
Total AUM
$202.8M
Employees
3
Clients
227

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105 CHESTNUT STREET
SUITE 37
NEEDHAM
MA 02492
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(781) 400-2604

ReceiptFinancials

Total AUM
$202.8M
Accounts
680
Discretionary
$202.8M
Accounts
680
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
150
AUM
$63.9M
HNW Individual Clients
77
AUM
$138.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHTX

HandshakeAffiliates

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

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