1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NDVR

Map pinBOSTON, MA
Phone857-326-6992
NotebookSEC #801-120289
Total AUM
$203.8M
Employees
14
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 STATE STREET
SUITE 100
BOSTON
MA 02109
United States
Operating Hours
8:00AM TO 6:00PM
Monday - Friday
Phone
857-326-6992

ReceiptFinancials

Total AUM
$203.8M
Accounts
345
Discretionary
$203.8M
Accounts
345
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
42
AUM
$12.1M
HNW Individual Clients
112
AUM
$189.7M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAILMAMDNHNYTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account