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Building 2WEALTH EFFECTS

Map pinBOSTON, MA
Phone617-465-2560
NotebookSEC #801-121699
Total AUM
$472M
Employees
17
Clients
603

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
265 FRANKLIN STREET
SUITE 1702
BOSTON
MA 02110
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
617-465-2560
Other Offices
10

ReceiptFinancials

Total AUM
$472M
Accounts
988
Discretionary
$472M
Accounts
988
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
496
AUM
$319M
HNW Individual Clients
100
AUM
$150M
Pension/Profit Sharing Plan Clients
1
AUM
$1M
Charitable Organization Clients
6
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAILMAMDMENCNHNJNYRISCTXVAVI

HandshakeAffiliates

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

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