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Building 2PEBBLE FINANCE

Map pinLEXINGTON, MA
Phone203-249-0473
NotebookSEC #801-126731
Total AUM
$38.7K
Employees
2
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
37 TARBELL AVE
LEXINGTON
MA 02421
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
203-249-0473

ReceiptFinancials

Total AUM
$38.7K
Accounts
46
Discretionary
$38.7K
Accounts
46
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$38.7K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MANY

HandshakeAffiliates

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

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