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Building 2U. S. BOSTON CAPITAL CORPORATION

Map pinLINCOLN, MA
Phone781-259-1144
NotebookSEC #801-130044
Total AUM
$359.8M
Employees
5
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 OLD BEDFORD ROAD
SUITE 202
LINCOLN
MA 01773
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
781-259-1144

ReceiptFinancials

Total AUM
$359.8M
Accounts
271
Discretionary
$0
Accounts
0
Non-Discretionary
$359.8M
Accounts
271

ContactClients

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Individual Clients
62
AUM
$68M
HNW Individual Clients
30
AUM
$279M
Pension/Profit Sharing Plan Clients
5
AUM
$12.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
FLMANCNH

HandshakeAffiliates

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

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