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Building 2PENSION & WEALTH MANAGEMENT ADVISORS

Map pinWALTHAM, MA
Phone781-810-0800
NotebookSEC #801-119016
Total AUM
$529.8M
Employees
13
Clients
524

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 SOUTH STREET
SUITE 160
WALTHAM
MA 02453
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
781-810-0800

ReceiptFinancials

Total AUM
$529.8M
Accounts
525
Discretionary
$511.8M
Accounts
501
Non-Discretionary
$18M
Accounts
24

ContactClients

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Individual Clients
388
AUM
$92.2M
HNW Individual Clients
105
AUM
$362.9M
Pension/Profit Sharing Plan Clients
30
AUM
$69.1M
Charitable Organization Clients
1
AUM
$5.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLILINMANHNYRITX

HandshakeAffiliates

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

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