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Building 2GC WEALTH MANAGEMENT RIA, LLC

Map pinCAMBRIDGE, MA
Phone617-234-7000
NotebookSEC #801-128318
Total AUM
$5.8B
Employees
44
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 UNIVERSITY ROAD
4TH FLOOR
CAMBRIDGE
MA 02138-5815
United States
Operating Hours
8:00 AM-5:30 PM
Monday - Friday
Phone
617-234-7000
Other Offices
5

ReceiptFinancials

Total AUM
$5.8B
Accounts
1,731
Discretionary
$5.8B
Accounts
1,731
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$10.5M
HNW Individual Clients
215
AUM
$5.8B
Charitable Organization Clients
1
AUM
$24.9M
Corporation or Business Clients
1
AUM
$195K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCDEFLIDILMAMDMTNHNJNVNYOHORPARISCTNTXUTVAVTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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