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Building 2RENAISSANCE WEALTH ADVISORS, LLC

Map pinNEWTON, MA
Phone(617) 663-5595
NotebookSEC #801-114630
Total AUM
$4.4M
Employees
2
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
275 GROVE STREET
SUITE 2-400
NEWTON
MA 02466
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(617) 663-5595

ReceiptFinancials

Total AUM
$4.4M
Accounts
26
Discretionary
$4.4M
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1M
HNW Individual Clients
6
AUM
$3.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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