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Building 2PIN WEALTH

Map pinNORTH READING, MA
Phone781-239-1187
NotebookSEC #801-122713
Total AUM
$83.5M
Employees
2
Clients
216

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
348 PARK STREET
SUITE 107
NORTH READING
MA 01864
United States
Operating Hours
9-5
Monday - Friday
Phone
781-239-1187
Other Offices
1

ReceiptFinancials

Total AUM
$83.5M
Accounts
491
Discretionary
$83.5M
Accounts
491
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
186
AUM
$33.4M
HNW Individual Clients
29
AUM
$49.1M
Pension/Profit Sharing Plan Clients
1
AUM
$969.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCACOCTFLLAMANCNHNJNYOHPARITXVT

HandshakeAffiliates

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

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