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Building 2SINGLE POINT PARTNERS

Map pinBOSTON, MA
Phone617-600-0510
NotebookSEC #801-112849
Total AUM
$641.3M
Employees
16
Clients
202

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
277 DARTMOUTH STREET
4TH FLOOR
BOSTON
MA 02116
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
617-600-0510
Other Offices
9

ReceiptFinancials

Total AUM
$641.3M
Accounts
1,096
Discretionary
$635.4M
Accounts
1,073
Non-Discretionary
$5.9M
Accounts
23

ContactClients

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Individual Clients
59
AUM
$30.7M
HNW Individual Clients
136
AUM
$608.8M
Investment Company Clients
6
AUM
$155K
Corporation or Business Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNYRI

HandshakeAffiliates

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

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