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Building 2MINOT WEALTH MANAGEMENT LLC

Map pinWESTWOOD, MA
Phone(978) 226-4668
NotebookSEC #801-114748
Total AUM
$1.1B
Employees
7
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
690 CANTON STREET
SUITE 245
WESTWOOD
MA 02090
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(978) 226-4668

ReceiptFinancials

Total AUM
$1.1B
Accounts
639
Discretionary
$1.1B
Accounts
634
Non-Discretionary
$5.9M
Accounts
5

ContactClients

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Individual Clients
34
AUM
$15.8M
HNW Individual Clients
125
AUM
$1.1B
Corporation or Business Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CAFLLAMANHTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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