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

Building 2M3 ADVISORY GROUP, LLC

Map pinNEEDHAM HEIGHTS, MA
Phone(781) 371-2670
NotebookSEC #801-120905
Total AUM
$342M
Employees
6
Clients
343

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 KENDRICK STREET
SUITE 203
NEEDHAM HEIGHTS
MA 02494
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(781) 371-2670
Other Offices
2

ReceiptFinancials

Total AUM
$342M
Accounts
671
Discretionary
$307M
Accounts
667
Non-Discretionary
$35M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
34
AUM
$10M
HNW Individual Clients
307
AUM
$296M
Pension/Profit Sharing Plan Clients
1
AUM
$35M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLMANH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account