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Building 2BETRO MILESZKO & COMPANY

Map pinFOXBORO, MA
Phone508-698-4949
NotebookSEC #801-120782
Total AUM
$144.8M
Employees
2
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 MECHANIC STREET
FOXBORO
MA 02035
United States
Operating Hours
9:00AM TO 6:00PM
Monday - Friday
Phone
508-698-4949

ReceiptFinancials

Total AUM
$144.8M
Accounts
319
Discretionary
$142.7M
Accounts
316
Non-Discretionary
$2.1M
Accounts
3

ContactClients

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Individual Clients
70
AUM
$30.3M
HNW Individual Clients
45
AUM
$112.4M
Pension/Profit Sharing Plan Clients
3
AUM
$2.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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