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Building 2FINER WEALTH MANAGEMENT, INC.

Map pinSALEM, MA
Phone978-740-1011
NotebookSEC #801-121773
Total AUM
$305.8M
Employees
7
Clients
277

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 LORING AVENUE
SUITE 302
SALEM
MA 01970
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
978-740-1011
Other Offices
3

ReceiptFinancials

Total AUM
$305.8M
Accounts
777
Discretionary
$305.8M
Accounts
777
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
135
AUM
$50.5M
HNW Individual Clients
78
AUM
$243.1M
Charitable Organization Clients
7
AUM
$4.2M
Corporation or Business Clients
57
AUM
$8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMANHPATXVT

HandshakeAffiliates

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

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