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Building 2BROADWEALTH LLC

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Phone617-549-1990
NotebookSEC #801-129388
Total AUM
$113.6M
Employees
1
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
617-549-1990

ReceiptFinancials

Total AUM
$113.6M
Accounts
84
Discretionary
$89.5M
Accounts
73
Non-Discretionary
$24.1M
Accounts
11

ContactClients

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Individual Clients
8
AUM
$1.3M
HNW Individual Clients
10
AUM
$109.6M
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M
Charitable Organization Clients
1
AUM
$379.3K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
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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