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Building 2POWERHOUSE ASSETS LLC

Map pin
Phone781-856-4721
NotebookSEC #801-119017
Total AUM
$214.8M
Employees
3
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
781-856-4721
Other Offices
2

ReceiptFinancials

Total AUM
$214.8M
Accounts
213
Discretionary
$198.3M
Accounts
210
Non-Discretionary
$16.5M
Accounts
3

ContactClients

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Individual Clients
12
AUM
$6.5M
HNW Individual Clients
48
AUM
$164.3M
Corporation or Business Clients
1
AUM
$44M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHTX

HandshakeAffiliates

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

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