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Building 2MITTELMAN WEALTH MANAGEMENT

Map pin
Phone617-378-1382
NotebookSEC #801-120590
Total AUM
$204.6M
Employees
1
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 A.M.- 6:00 P.M.
Monday - Friday
Phone
617-378-1382

ReceiptFinancials

Total AUM
$204.6M
Accounts
93
Discretionary
$204.6M
Accounts
93
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
33
AUM
$199.1M
Charitable Organization Clients
1
AUM
$5.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges 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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