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Building 2FACTOR INVESTING GROUP

Map pinWESTBOROUGH, MA
Phone(508) 366-6040
NotebookSEC #801-121821
Total AUM
$348.8M
Employees
6
Clients
493

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 LYMAN STREET
SUITE 204
WESTBOROUGH
MA 01581
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(508) 366-6040
Other Offices
3

ReceiptFinancials

Total AUM
$348.8M
Accounts
894
Discretionary
$348.8M
Accounts
894
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
388
AUM
$59.9M
HNW Individual Clients
103
AUM
$286M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Charitable Organization Clients
1
AUM
$1.4M

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
FLMAMEMINHRITX

HandshakeAffiliates

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

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