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Building 2STAKEHOLDERS CAPITAL

Map pinAMHERST, MA
Phone413-306-3244
NotebookSEC #801-118671
Total AUM
$145.7M
Employees
8
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
321 MAIN STREET
AMHERST
MA 01002-2034
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
413-306-3244
Other Offices
1

ReceiptFinancials

Total AUM
$145.7M
Accounts
620
Discretionary
$130.3M
Accounts
604
Non-Discretionary
$15.4M
Accounts
16

ContactClients

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Individual Clients
79
AUM
$30.4M
HNW Individual Clients
50
AUM
$96.4M
Charitable Organization Clients
3
AUM
$694.1K
Corporation or Business Clients
7
AUM
$18.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANHNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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