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Building 2TAXBRIDGE FINANCIAL GROUP INC

Map pinCAMBRIDGE, MA
Phone617-868-7922
NotebookSEC #801-120859
Total AUM
$100.2M
Employees
2
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
678 MASS. AVE
SUITE 203
CAMBRIDGE
MA 02139-3355
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
617-868-7922

ReceiptFinancials

Total AUM
$100.2M
Accounts
43
Discretionary
$100.2M
Accounts
43
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$3.9M
HNW Individual Clients
31
AUM
$96.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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