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Building 2MAYPORT WEALTH MANAGEMENT

Map pin
Phone617-545-5700
NotebookSEC #801-119353
Total AUM
$694.9M
Employees
3
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
617-545-5700

ReceiptFinancials

Total AUM
$694.9M
Accounts
756
Discretionary
$671.8M
Accounts
747
Non-Discretionary
$23.1M
Accounts
9

ContactClients

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Individual Clients
40
AUM
$9.8M
HNW Individual Clients
112
AUM
$678.9M
Corporation or Business Clients
1
AUM
$6.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMANHNJNYTX

HandshakeAffiliates

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

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