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Building 2REFLECTION ASSET MANAGEMENT

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Phone617-584-4042
NotebookSEC #801-119521
Total AUM
$228.9M
Employees
3
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5 PM
Monday - Friday
Phone
617-584-4042

ReceiptFinancials

Total AUM
$228.9M
Accounts
121
Discretionary
$228.9M
Accounts
121
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
70
AUM
$113.9M
Investment Company Clients
2
AUM
$115M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONVSC

HandshakeAffiliates

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

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