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Building 2THE BERRY GROUP

Map pinWORCESTER, MA
Phone508-713-9580
NotebookSEC #801-116864
Total AUM
$553M
Employees
4
Clients
380

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 MERCANTILE STREET
SUITE 750
WORCESTER
MA 01608
United States
Operating Hours
9-5
Monday - Friday
Phone
508-713-9580

ReceiptFinancials

Total AUM
$553M
Accounts
1,066
Discretionary
$498.8M
Accounts
918
Non-Discretionary
$54.2M
Accounts
148

ContactClients

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Individual Clients
217
AUM
$95.1M
HNW Individual Clients
153
AUM
$426.2M
Charitable Organization Clients
9
AUM
$24.2M
Corporation or Business Clients
1
AUM
$7.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMEMNNHNYPARIVT

HandshakeAffiliates

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

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