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Building 2STACKWELL

Map pinBOSTON, MA
Phone(617) 455-4741
NotebookSEC #801-122757
Total AUM
$2.3M
Employees
17
Clients
3,924

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SUMMER STREET
SUITE 1600
BOSTON
MA 02110
United States
Operating Hours
9-5
Monday - Friday
Phone
(617) 455-4741

ReceiptFinancials

Total AUM
$2.3M
Accounts
3,924
Discretionary
$2.3M
Accounts
3,924
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,924
AUM
$2.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAILINKSKYLAMAMDMIMNMOMSNCNJNVNYOHOKORPASCTNTXVAWAWI

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

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