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Building 2RADIUS WEALTH MANAGEMENT, INC.

Map pinBOSTON, MA
Phone(617) 765-2200
NotebookSEC #801-123525
Total AUM
$158.7M
Employees
4
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 MARIANA PARK DRIVE
SUITE 1484
BOSTON
MA 02210
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(617) 765-2200
Other Offices
2

ReceiptFinancials

Total AUM
$158.7M
Accounts
300
Discretionary
$138.1M
Accounts
275
Non-Discretionary
$20.6M
Accounts
25

ContactClients

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Individual Clients
90
AUM
$34.5M
HNW Individual Clients
42
AUM
$116.1M
Charitable Organization Clients
1
AUM
$8.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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