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Building 2MWA ASSET MANAGEMENT

Map pinDANVERS, MA
Phone781-263-1600
NotebookSEC #801-112638
Total AUM
$305.5M
Employees
2
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 FERNCROFT ROAD
SUITE 305
DANVERS
MA 01923
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
781-263-1600

ReceiptFinancials

Total AUM
$305.5M
Accounts
433
Discretionary
$305.5M
Accounts
433
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$34.4M
HNW Individual Clients
93
AUM
$267.9M
Pension/Profit Sharing Plan Clients
1
AUM
$3.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHNJTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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