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Building 2CONNECTED FINANCIAL PLANNING

Map pin
Phone781-325-1844
NotebookSEC #801-129786
Total AUM
$4M
Employees
5
Clients
8

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
781-325-1844

ReceiptFinancials

Total AUM
$4M
Accounts
40
Discretionary
$4M
Accounts
40
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$2.6M
HNW Individual Clients
1
AUM
$1.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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