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Building 2BLUEDOOR PRIVATE WEALTH, LLC

Map pinWAKEFIELD, MA
Phone781-249-2706
NotebookSEC #801-117611
Total AUM
$63.6M
Employees
1
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 EDGEWATER PLACE
SUITE 100
WAKEFIELD
MA 01880
United States
Operating Hours
8:30-5:00
BY APPOINTMENT ONLY
Phone
781-249-2706
Other Offices
1

ReceiptFinancials

Total AUM
$63.6M
Accounts
89
Discretionary
$63.6M
Accounts
89
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$5.2M
HNW Individual Clients
22
AUM
$58.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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

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