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Building 2FMA WEALTH MANAGEMENT, LLC

Map pinDUXBURY, MA
Phone781-934-7880
NotebookSEC #801-120645
Total AUM
$174M
Employees
2
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 RAILROAD AVENUE
SUITE 2
DUXBURY
MA 02332
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
781-934-7880

ReceiptFinancials

Total AUM
$174M
Accounts
435
Discretionary
$174M
Accounts
435
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
92
AUM
$39.3M
HNW Individual Clients
52
AUM
$131M
Corporation or Business Clients
1
AUM
$3.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENHNY

HandshakeAffiliates

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

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