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Building 2FOSTER DYKEMA CABOT & PARTNERS, LLC

Map pinWALTHAM, MA
Phone617-423-3900
NotebookSEC #801-114693
Total AUM
$2.2B
Employees
21
Clients
852

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1075 MAIN STREET SUITE 200
WALTHAM
MA 02451
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
617-423-3900

ReceiptFinancials

Total AUM
$2.2B
Accounts
855
Discretionary
$2.2B
Accounts
855
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
78
AUM
$26.2M
HNW Individual Clients
718
AUM
$1.9B
Pooled Vehicle Clients
8
AUM
$111M
Pension/Profit Sharing Plan Clients
1
AUM
$8.9M
Charitable Organization Clients
15
AUM
$57.2M
Corporation or Business Clients
32
AUM
$154.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMAMENHNYTX

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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