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Building 2FINANCIALLY IN TUNE

Map pinSTONEHAM, MA
Phone781-587-0582
NotebookSEC #801-117891
Total AUM
$326.2M
Employees
4
Clients
175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
92 MONTVALE AVENUE
SUITE 2050
STONEHAM
MA 02180
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
781-587-0582

ReceiptFinancials

Total AUM
$326.2M
Accounts
864
Discretionary
$319.3M
Accounts
845
Non-Discretionary
$7M
Accounts
19

ContactClients

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Individual Clients
59
AUM
$32.6M
HNW Individual Clients
116
AUM
$293.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHNY

HandshakeAffiliates

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

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